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Corospondent - April 2023
The autumn edition of Corospondent will inspire readers with itchy feet to book their next trip. After all, it’s easier than ever to travel. This is especially so if you contemplate a winter of stage 6 loadshedding, which is what we examine – but from a business impact perspective. The biggest outlier event of 2023 (so far) has been the failure of some sizeable banks, which is discussed at length, as are the impacts of inflation and interest rates.
In this issue
“A survival mindset requires optimism about the future, but also being paranoid about what will prevent you from getting to the future” - Morgan Housel
Experiences are trumping consumerism.
The same, but on steroids.
No margin for error
What just happened?
“All the water that will ever be is, right now.” – National Geographic
Past quarterly publications
Quarterly Publication
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.
Quarterly Publication
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.
Quarterly Publication
July 2023
Unlocking opportunity
In the winter edition of Corospondent, we focus on developments in the offshore funds market and review the global inflation outlook and its implications for appropriate investment portfolios for retirees, as well as its impact on the local economic outlook. Members of our investment team discuss the outlook for SA gold shares and cross-border ecommerce disruptors, which are gaining traction across developed markets.
Quarterly Publication
January 2023
Can we turn the tide?
The summer edition of Corospondent offers in-depth views on the polycrisis and inflation, and what is likely to be in store for SA this year. We also examine attractive opportunities offered by SA Inc. and travel eastwards to look at emerging market index newbie, Saudi Arabia.
Quarterly Publication
October 2022
South Africa unplugged
The spring edition of Corospondent has something for every reader, with expert views on share buybacks, Eskom, listed infrastructure, perfect foresight and global policy challenges.
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.
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