Izak Odendaal - Old Mutual Wealth Investment Strategist Over the past 15 years, the idea of a ‘Goldilocks’ global economy – not too hot, not too cold – has been on investors’ radar...
Investment / Asset Management
A big year for local and global elections – what this means for investors
Kondi Nkosi, Schroders Country Head in South Africa This year, more than 20% of the world’s populations will be going to the polls, as over 40 major elections will be held in 2024 –...
From ballots to balance sheets: Forecasting SA’s economic path pre- and post-elections
Sanisha Packirisamy, Economist at Momentum Investments and Thami Khoza, portfolio manager at Equilibrium As South Africa prepares for another pivotal national election on May 29, the...
The EU Corporate Sustainability Due Diligence Directive – an African perspective
Pooja Dela & Paula-Ann Novotny, Partners at Webber Wentzel On 24 May 2024, the EU Council finally adopted the Corporate Sustainability Due Diligence Directive (CSDDD), completing...
Investing amidst election season: The power of preparation, not prediction
Nomi Bodlani, head of Direct & Private clients at Allan Gray If the election bug has bitten you and you are feeling jittery, you are not alone. Globally, investors are...
Encouraging drop in services inflation in April 2024
Sanisha Packirisamy, Economist at Momentum Investments In this article are the highlights and a downloadable PDF full note document prepared by Momentum Investments macro research...
A view on the inflation release and the impact on the next interest rate decision
Sanisha Packirisamy, Economist at Momentum Investments A minor 0.1% miss on expected inflation figures resulted in a relatively subdued response from financial markets to...
Investing in a world with a shrinking stock market
Navin Lala, Client Director at Old Mutual Alternative Investments The supply of stocks the world over, and in SA, is shrinking. This requires institutional investors to think...
Election 2024: How to maintain perspective
Marise Bester, investment specialist at Allan Gray We cannot control, or predict, when the market will move up and down, so trying to perfectly time an entry and exit from the...
Sunspots and cycles
Izak Odendaal - Old Mutual Wealth Investment Strategist Amid the hustle and bustle of daily life, it is easy to forget how small we are. It would take 1.3 million Earths to fill up the...
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