By: Fareeya Adam, Head of Retail Product Solutions at Momentum Investments Just when South Africans thought they’d seen the worst in 2020, the second wave of COVID-19 infections hit. Given this latest resurgence of volatility…
By: Nigel Green, chief executive and founder of deVere Group Biden’s pick of Janet Yellen as U.S. Treasury Secretary will help see stock markets reach record highs during 2021, predicts the CEO of one of…
No cheap lunch in cash and money market funds
January 20, 2021
By: Bryn Hatty, Chief Investment Officer, Stonehage Fleming South Africa In South Africa, for the first time in decades, we might be heading to a world where cash and money market funds produce negative returns…
Not quite a new year
January 19, 2021
By: Izak Odendaal and Dave Mohr, Investment Strategists at Old Mutual Wealth Did 2020 ever end? It doesn’t feel like it. In the first few days of 2021 we’ve seen Covid-19 infections rising unabated, lockdowns,…
Why everyone’s talking about hydrogen?
January 13, 2021
By: Simon Webber, Lead Portfolio Manager, Schroders Almost any stock with a decent hydrogen angle performed well in 2020. So, what is all the excitement about, and are these stocks in a bubble? What is…
Momentum Investments Market and economic outlook
January 7, 2021
By: Sanisha Packirisamy, Economist at Momentum Investments and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments Highlights: Markets Global financial markets whipsawed in 2020 in reaction to a devastating COVID-19 pandemic and…
Wall Street rattled on greater possibility of Blue Wave
January 6, 2021
By: deVere Group U.S. stock markets “will be rattled” on Wednesday as it looks increasingly likely the White House, Senate and the House will all be under Democratic control, warns the CEO of an independent financial advisory…
BlackRock Investment Institute 2021 Global Outlook
December 13, 2020
A new investment order In the BlackRock Investment Institute’s 2021 Global Outlook, “A new investment order,” the BlackRock Investment Institute discusses the structural trends that are shaping their strategic calls and unveils three new investment themes – The…
