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Global economy
“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
The way in which financial markets respond to US rate expectations is important
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
Inflation – it’s time to pay attention
Inverted yield curves, negative bond yields, liquidity everywhere and not a drop to drink
Tighter financial conditions are the greatest near-term threat to global growth
How worried should investors be?
“The trouble is, you think you have time.” – Gautama Buddha
“Give me accountability, I’ll give you peace.” – Abhijit Naskar, neuroscientist and author
“Throughout human history, in any great endeavour requiring the common effort of many nations and men and women everywhere, we have learned – it is only through seriousness of purpose and persistence that we ultimately carry the day. We might liken it to riding a bicycle. You stay upright and move forward so long as you keep up the momentum.” – Ban Ki-moon
Shifting growth dynamics and inflation uncertainty
Passing breeze or real winds of change?
The trade war between the US and China is not ending anytime soon, notwithstanding the efforts of presidents Trump and Xi to make nice on the sidelines of the Osaka G20 Summit.
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Post-pandemic recovery in the balance of vaccines and a return of confidence
“Battles are never the end of the war” – former US President James Garfield
Restoring confidence is key to growth recovery
“He who indulges in empty fears earns himself real fears. We should always allow some time to elapse, for time discloses the truth.“ – Lucius Annaeus Seneca
We continue to focus on valuation to find attractive opportunities
2017 proved to be a strong year for most asset classes and our portfolios performed well over the period
A good quarter for investors, but a tough one for South Africa
In the short run, the market is a voting machine, but in the long run, it is a weighing machine.
World economy balancing on regional tensions and precarious geopolitical alliances
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