Corospondent - 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.
In this issue
Maintaining an equity bias and following diversification principles provide the foundation for building strong investment portfolios. - David F. Swensen, CIO, Yale and philanthropist
A low-risk, value-creating allocation of capital
Coronation’s evaluation of the energy plan concludes that loadshedding can reduce dramatically within four years.
Unfortunately not, our analysis shows
Listed infrastructure is a key beneficiary of rising inflation.
SA bonds continue to hold their worth for investors
A challenging balance between inflation and growth.
Past quarterly publications
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
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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