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Retiring Japan’s widowmaker

Retiring Japan’s widowmaker

  Raihan Allie, Fixed Income Portfolio Manager at Truffle Asset Management   For nearly half a century, Japan’s bond market has been a graveyard for contrarian investors. The so-called...

A look at the inflation basket for 2025

A look at the inflation basket for 2025

  Rob Southey,  Head of Asset Consulting, Momentum Consultants & Actuaries   From the beginning of 2025 the basket of goods that is used to determine inflation in South Africa changed....

Fiscal follies and phoenixes

Fiscal follies and phoenixes

  Izak Odendaal, Investment Strategist, Old Mutual Wealth   This year’s Budget Speech takes place in a temporary dome erected in a Cape Town parking lot. The traditional venue, Parliament,...

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