Maarten Ackerman, Chief Economist at Citadel Investment Services South Africa’s weak economic growth of -0.3% for the third quarter of 2024 (quarter on quarter annualised) shows that the economy is still “flatlining” since the COVID era, and with...
Jason Swartz, Portfolio Manager, and Tana Mongwe, Head of Responsible Investment Research, at Old Mutual Investment Group As we prepare to move into 2025, prospects for local markets will be heavily influenced by the new Trump presidency, as well as the...
Malcolm Charles, Portfolio Manager, Emerging Market Fixed Income, and Sisamkele Kobus, Economics Analyst at Ninety One South Africans are generally optimistic, but the long, dark years of state capture and load-shedding have weighed heavily on the...
Steven Amey, Head of Intermediated Distribution at Ashburton Investments In the current economic climate, many locals may be wondering if their investments are safe in South Africa. Such concerns are understandable, given negative news reports about the...
Izak Odendaal, Investment Strategist, Old Mutual Wealth And so it begins. Donald Trump will only be inaugurated as US president in late January, but his social media announcements are already moving markets. Last week he threatened that 25% tariffs would...
Sanisha Packirisamy, Chief Economist at Momentum Investments Group The South African Reserve Bank’s (SARB) assessment of the financial stability outlook has improved since the June 2024 Financial Stability Review (FSR), thanks to domestic factors...
