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

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

April 2023
Click to travel
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 we examine from SA Inc’s viewpoint. The biggest outlier event of 2023 (so far) has been the bank failures, which is discussed at length, as are the impacts of inflation and interest rates.

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

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.