Corospondent

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.

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.

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.

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.

In the latest edition of Corospondent, we examine impact of the invasion of Ukraine and escalating inflation on the global economy.

In the latest edition of Corospondent, we count the cost of quantitative easing and its imminent tapering.

What are the implications for investors?

SA policy reform is in play, but needs more impetus.

Can markets continue to rise above prevailing headwinds?

Conditions for recovery.

Debt trap continues to beckon.

The rubber and the road.

Covid-19 has impacted global economies and markets

Events that will shape 2020 and beyond.

The US 10-year Treasury bond is raising eyebrows.

Geopolitical feathers are flying.

A quarterly communication on the markets, economy and topical industry-related issues.

A quarterly communication on the markets, economy and topical industry-related issues.

A quarterly communication on the markets, economy and topical industry-related issues.

A quarterly communication on the markets, economy and topical industry-related issues.

A quarterly communication on the markets, economy and topical industry-related issues.

A quarterly communication on the markets, economy and topical industry-related issues.

A quarterly communication on the markets, economy and topical industry-related issues.

A quarterly communication on the markets, economy and topical industry-related issues.

A quarterly communication on the markets, economy and topical industry-related issues.

A quarterly communication on the markets, economy and topical industry-related issues.

A quarterly communication on the markets, economy and topical industry-related issues.