Articles about
Interest rates

“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis

Are long-term investors positioned for the future?

Tighter financial conditions are the greatest near-term threat to global growth

Renewed optimism and contained inflation could benefit government bonds

But after riding the wave of optimism, we are now cautious of South African bonds at current levels

What did this programme really achieve?

Good intentions and a renewed commitment to growth are not enough to make government's financial position sustainable

Government’s management of the power crisis will be telling of its broader capacity for reform

“A promise is a cloud; fulfilment is the rain.” – Arab Proverb

But depressed growth and further Eskom support weigh heavily on government

Central bank action has had a profound effect on risk sentiment, we take a look at how global bond markets have responded.

Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.

“Battles are never the end of the war” – former US President James Garfield

In the short run, the market is a voting machine, but in the long run, it is a weighing machine.

A look at rising inflation and interest rates and the tough decisions central banks need to make as remedy.

The economic cost of rent seeking

A challenging balance between inflation and growth.

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An assessment of current economic conditions and global and local outlook for 2023.