Corospondent - 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.

In this issue

In the short run, the market is a voting machine, but in the long run, it is a weighing machine.

A look at rising inflation and interest rates and the tough decisions central banks need to make as remedy.

Central bank action has had a profound effect on risk sentiment, we take a look at how global bond markets have responded.

A polycrisis has sent global markets sharply down; and there is opportunity to be found.

The case for (only the best) long duration technology businesses.

Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.

Past quarterly publications