Articles about
Inflation
Hope must make way for action.
“When written in Chinese, the word ‘crisis’ is composed of two characters. One represents danger and the other represents opportunity.” – John F. Kennedy
An assessment of current economic conditions and global and local outlook for 2023.
SA bonds continue to hold their worth for investors
A challenging balance between inflation and growth.
Central bank action has had a profound effect on risk sentiment, we take a look at how global bond markets have responded.
A look at rising inflation and interest rates and the tough decisions central banks need to make as remedy.
Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.
Discussion on the drivers of global inflation and how our portfolios are positioned to meet this challenge.
"Long-term consistency trumps short-term intensity" – Bruce Lee, martial artist, actor, philosopher.
While economic recovery challenges still abound, the likelihood of South Africa tumbling into a debt trap within the next five years has, thankfully, diminished.
“The president can't change the country on his own. But what can he do? He can give an example.” - Volodymyr Oleksandrovych Zelenskyy; President of Ukraine
But SAGBs might still fare better than expected
But bond yields continue to make up for underlying risks
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Three fund anniversaries highlight the value created for investors.
A well-priced opportunity and inexpensive insurance against risks.
Passing breeze or real winds of change?
Shifting growth dynamics and inflation uncertainty
Cheap insurance at a time of heightened risk
Celebrating the anniversaries of three of our multi-asset funds
“Your perception may not be my reality.” – Aporva Kala, author and philosopher
Confidence in recovery gains momentum
Inflation – it’s time to pay attention
But SAGBs and ILBs still offer attractive opportunities, despite economic challenges
Post-pandemic recovery in the balance of vaccines and a return of confidence
“When the world is running down, you make the best of what’s still around.” – Musician and actor, Gordon Sumner (aka Sting)
“Only a crisis – actual or perceived – produces real change. When that crisis occurs, the actions that are taken depends on the ideas lying around.” – Economist Milton Friedman
“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes
A butterfly flaps its wings in Wuhan, China
Let us not waste another crisis
The price is right (or at least it feels that way)
But depressed growth and further Eskom support weigh heavily on government
The economic cost of rent seeking
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
“It does not matter how slowly you go, as long as you do not stop.” – Confucius
Government’s management of the power crisis will be telling of its broader capacity for reform
"Speculation … allows you to put your emotions first, whereas investment gets emotions out of the picture.” – John C. Bogle
“The trouble is, you think you have time.” – Gautama Buddha
South Africa’s prospects are looking better, but durable change needs vision and consensus
How worried should investors be?
But after riding the wave of optimism, we are now cautious of South African bonds at current levels
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
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