Corospondent - October 2023
The great transition

The 2023 spring edition of Corospondent examines one of the most pressing issues of the day – the green energy transition. We also discuss PGMs, and take stock of the SA economy and outlook for bonds. For investors who want to preserve and protect their savings, we unpack fixed income investing.

In this issue

“Morality, it could be argued, represents the way that people would like the world to work, whereas economics represents how it actually does work.” – Stephen Dubner, journalist and co-author of Freakonomics

We explain why we don't hold PGM shares in our portfolios.

He who is not prepared today, will be less so tomorrow – Ovid

The global energy mix is changing and presenting investment opportunities.

Global bond rout puts local bonds under pressure amidst a deteriorating fundamental backdrop.

Understanding your chosen fund’s risk and return targets is key.

Content in collaboration with Smart About Money.

Past quarterly publications