Azad Zangana, Senior European Economist & Strategist, Schroders While back-to-back cuts are unlikely, there is plenty of room for the European Central Bank to surprise cautious investors,...
Investment / Asset Management
Earth Overshoot Day Is Coming Sooner and Sooner
Martin Armstrong, Data Journalist, Statista This year, August 1 will mark Earth Overshoot Day, the day that humanity’s demand for ecological resources exceeds the resources Earth can...
Onwards and upwards
David Rees, Senior Emerging Markets Economist, Schroders Global Revisions to our forecasts mean that we now expect global GDP growth of 2.8% both this year and next, up from our...
Global Diversification: Demystifying Cross-Border Investments from South Africa
Stian Van Zyl, Forex & Treasury Manager, Kuda FX As uncertainty, unpredictability and chaos reign across the world, the term “anti-fragility” has become popular when describing the...
Growth unexpectedly contracts by 0.1% in Q1 2024
Herman van Papendorp, Head of Investment Research & Asset Allocation, Sanisha Packirisamy, Economist and Tshiamo Masike, Economic Analyst; Momentum Investments Below is a summary prepared by...
Terra Incognito
Izak Odendaal, Investment Strategist, Old Mutual Wealth South Africa has always been a country with high levels of political uncertainty, but not political instability. For the last three...
Regulation 28: protection in action
Graeme Brien CA (SA), Director and Ilze van der Berg, Managing Director, Phoenix Financial Benefits Enron and Steinhoff both collapsed due to excessive greed, deceitful earnings and...
Economic outlook following South Africa’s election results
Johann Els, Chief Economist, Old Mutual Group The results of South Africa's 2024 national elections have created a seismic shift in the political landscape, sending shockwaves throughout the...
Monetary Policy Review: SARB keeps interest rates steady at 8.25% – a less hawkish hold
Herman van Papendorp, Head of Investment Research & Asset Allocation, Sanisha Packirisamy, Economist and Tshiamo Masike, Economic Analyst at Momentum Investments Below is a summary...
Stats SA reports drop in local food inflation, but global pockets of hyperinflation persist
Broader food inflation globally and in SA may have eased but global agricultural commodity prices remain high. Felix Odey, Portfolio Manager, Global Resource Equities at Schroders, looks at what...
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