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