South Africa - Personal
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Global economy
Senior Portfolio Manager Charles de Kock reflects on the implications of escalating geopolitical conflict, ongoing US policy risk, and renewed political tensions in South Africa.
Economist Marie Antelme unpacks the implications of the Trump administration’s tariff announcements.
- “If you want peace, you don’t talk to your friends. You talk to your enemies.” – Archbishop Desmond Tutu
“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990
He who is not prepared today, will be less so tomorrow – Ovid
In the short run, the market is a voting machine, but in the long run, it is a weighing machine.
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
“Give me accountability, I’ll give you peace.” – Abhijit Naskar, neuroscientist and author
Passing breeze or real winds of change?
Shifting growth dynamics and inflation uncertainty
Inflation – it’s time to pay attention
Post-pandemic recovery in the balance of vaccines and a return of confidence
“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
“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes
“Battles are never the end of the war” – former US President James Garfield
Inverted yield curves, negative bond yields, liquidity everywhere and not a drop to drink
Restoring confidence is key to growth recovery
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.
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
World economy balancing on regional tensions and precarious geopolitical alliances
A good quarter for investors, but a tough one for South Africa
“The trouble is, you think you have time.” – Gautama Buddha
“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
How worried should investors be?
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
2017 proved to be a strong year for most asset classes and our portfolios performed well over the period
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