Corospondent - July 2022
The balancing act
In the winter edition of Corospondent, we take a deep dive into the impact of rising inflation and policy rates; we also discuss opportunities we have found for our clients’ portfolios.
In this issue
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.
Central bank action has had a profound effect on risk sentiment, we take a look at how global bond markets have responded.
A polycrisis has sent global markets sharply down; and there is opportunity to be found.
The case for (only the best) long duration technology businesses.
Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.
Past quarterly publications
Quarterly Publication
July 2022
The balancing act
In the winter edition of Corospondent, we take a deep dive into the impact of rising inflation and policy rates; we also discuss opportunities we have found for our clients’ portfolios.
Quarterly Publication
April 2022
Perspectives
In the latest edition of Corospondent, we examine impact of the invasion of Ukraine and escalating inflation on the global economy.
Quarterly Publication
January 2022
Money for nothing?
In the latest edition of Corospondent, we count the cost of quantitative easing and its imminent tapering.
Quarterly Publication
Quarterly Publication
Quarterly Publication
Quarterly Publication
April 2019
The power issue
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
January 2019
Skittish times
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
October 2018
A dog’s Brexit
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
April 2018
Land matters
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
January 2018
Enough already!
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
October 2017
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
July 2017
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
April 2017
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
January 2017
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
October 2016
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
July 2016
A quarterly communication on the markets, economy and topical industry-related issues.
Explore Investment Insights on the global economy, markets and topics related to our business.
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