Ali Simpkins, Head: Proposition at Curate Much like a gardener anticipating the change of seasons, investors must prepare their portfolios for the coming changes in the global economic...
Investment / Asset Management
Investment Strategy for the Savings Pot – risk of prejudicial behaviour
Rob Southey, Head: Asset Consulting at Momentum Consultants and Actuaries The Two Pot system has been under way for almost a month now, and while there are a few administrators who...
Where should I invest – according to AI
The prompt to Perplexity AI was: As a South African investor, where should I invest when interest rates fall? As a South African investor, when interest rates fall, several investment...
SARB delivered the first highly anticipated repo rate cut to 8%
Sanisha Packirisamy, Economist at Momentum Investments The United States (US) Federal Reserve (Fed) pivoted in September 2024 by reducing the Federal funds rate by 50 basis points...
Act now to capture rate cut momentum in your fixed income portfolio
Lyle Sankar, Head of Fixed Income at PSG Asset Management Elevated interest rates over the past few years have meant that investors have enjoyed attractive returns from cash...
Headline inflation undershot the 4.5% midpoint in August 2024
Sanisha Packirisamy, Economist at Momentum Investments Highlights: The inflation rate eased to 4.4% year-on-year (y/y) in August from 4.6% y/y in July according to Statistics...
Lowering the anchor on inflation
Lourens Pretorius, Fixed Income Portfolio Manager at Matrix Fund Managers The South African Reserve Bank (SARB), along with the US Federal Open Markets Committee (FOMC), is about to...
Supercore inflation: What is it and could it impact the SARB’s rate decisions?
Sisamkele Kobus, Economics Analyst, and Vivienne Taberer, Investment Director at Ninety One The primary purpose of the SARB is to achieve and maintain price stability in the interest...
Why the Reserve Bank is poised for a rate cut in September
Johann Els, Group Chief Economist at Old Mutual Group As the South African Reserve Bank’s Monetary Policy Committee (MPC) gears up for its meeting on 19 September, expectations are...
Rate cut expectations: what the SARB and US Fed might do this week
Albert Botha, Head of Fixed Income at Ashburton Investments Anticipation is building as the South African Reserve Bank (SARB) and its larger counterpart, the US Federal Reserve (Fed),...
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