Corospondent - January 2024
Is your financial plan in order?

The summer edition of Corospondent offers in-depth views on the South African economy and outlook for 2024, looks at how economic stress impacts asset class performance, and showcases some investment ideas that are contributing positively to our clients’ portfolios.

In this issue

Be without fear in the face of your enemies. Be brave and upright that God may love thee. Speak the truth always, even if it leads to your death. Safeguard the helpless and do no wrong. - A Knight’s Oath

Assessing asset class performance in weak state regimes

“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990

Nothing short of decisive action will do.

“The relationship between commitment and doubt is by no means an antagonistic one. Commitment is healthiest when it is not without doubt, but in spite of doubt.” Rollo May, The Courage to Create


Past quarterly publications