Corospondent - January 2022
Money for nothing?
In the latest edition of Corospondent, we count the cost of quantitative easing and its imminent tapering.
In this issue
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“The fact that some choice is good doesn’t necessarily mean that more choice is better.” – Barry Schwartz in The Paradox of Choice: Why More is Less
Mounting risk to the fiscal health of indebted emerging markets will require careful navigation.
But SAGBs might still fare better than expected
Follow our ‘first in, last out’ approach.
An attractive new add to our portfolios.
An attractive, growing sector in both Eastern and Western Europe.
Past quarterly publications
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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.
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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.
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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.
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April 2022
Perspectives
In the latest edition of Corospondent, we examine impact of the invasion of Ukraine and escalating inflation on the global economy.
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April 2019
The power issue
A quarterly communication on the markets, economy and topical industry-related issues.
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January 2019
Skittish times
A quarterly communication on the markets, economy and topical industry-related issues.
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October 2018
A dog’s Brexit
A quarterly communication on the markets, economy and topical industry-related issues.
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April 2018
Land matters
A quarterly communication on the markets, economy and topical industry-related issues.
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January 2018
Enough already!
A quarterly communication on the markets, economy and topical industry-related issues.
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October 2017
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A quarterly communication on the markets, economy and topical industry-related issues.
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July 2017
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A quarterly communication on the markets, economy and topical industry-related issues.
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April 2017
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
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Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
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October 2016
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A quarterly communication on the markets, economy and topical industry-related issues.
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A quarterly communication on the markets, economy and topical industry-related issues.
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