by gzaeprne-ca | Jul 6, 2022 | Archive merge, Uncategorized
Global markets came under severe pressure over the past few days. The inflation genie is not getting back in the bottle voluntarily and will have to be forced in by central banks. Investors therefore must adjust their expectations for interest rates, company profits...
by gzaeprne-ca | Jul 6, 2022 | Archive merge, Uncategorized
Sanlam Individual Life paid R8.24 billion in claims last year – almost double what was paid to clients (R3.9 billion) just four years ago, in 2018. The business also paid 82% more in death and funeral claims in 2021 compared to the year before. While these numbers are...
by gzaeprne-ca | Jul 6, 2022 | Archive merge, Uncategorized
The squeeze on living standards We haven’t seen a squeeze on living standards like this for quite some time. Real incomes are falling in a way they haven’t done since the second half of the 1970s when inflation was very high or the early eighties when we had a...
by gzaeprne-ca | Jul 6, 2022 | Archive merge, Uncategorized
Foreign assets play an important role in South African investors’ portfolios, both to enhance investment returns and to provide much- needed protection. At M&G Investments, foreign assets have always been core to our portfolios, serving as key contributors to...
by gzaeprne-ca | Jul 6, 2022 | Archive merge, Uncategorized
It is true that to understand the present and face the future, we need to first understand the past. We have talked at length about the current inflation risks and, ultimately, stagflation scenarios and what this all means when building a portfolio. Stagflation...