By: Mike Adsetts, Deputy Chief Investment Officer of Momentum Investments Practical examples of managing potential clashes between environmental, social and corporate governance components With COVID-19 having accelerated the need for socio-economic development, sustainability and societal…
Interest rates on hold at 3.5%, but committee preferences remain mixed
September 18, 2020
By: Sanisha Packirisamy, Economist at Momentum Investments and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments. Highlights The South African Reserve Bank (Sarb) Monetary Policy Committee (MPC) kept interest rates steady at…
Don’t be surprised if emerging markets, including South Africa, outperform in the medium term
September 17, 2020
By: Reyneke van Wyk, Partner and Head of Investment Management South Africa at Stonehage Fleming Informed investors who have followed a phased approach of investing surplus capital offshore have enjoyed significant additional growth to their investment…
SA investors expect higher future returns – despite COVID-19 shock
September 16, 2020
By: Schroders plc New research could reveal an increasing awareness of the distinction between returns and stock market performance Even as COVID-19 halted the longest economic expansion on record and plunged the world into deep…
By: Charles Marais, Counsel, Hogan Lovells Johannesburg … But we do not have the luxury of endless consultations South Africa is facing a recession of enormous proportions following the Covid-19 health crisis, which exacerbated our…
SA Private Equity takes a knock but will rally
September 14, 2020
The latest RisCura-SAVCA South African Private Equity Performance report reveals that private equity, like many asset classes, couldn’t quite escape the impact of COVID-19. The 2020 first quarter report tracks a representative basket of private equity…
Historic collapse in GDP ups the ante for government and the SARB
September 10, 2020
By: Dr Adrian Saville, Chief Executive, Cannon Asset Managers All eyes will be watching to see how the latest GDP figures impact the MPC’s interest rate decision next week, as well as eagerly awaiting the…
COVID-19 growth slump hits the economy in the second quarter
September 9, 2020
By: Sanisha Packirisamy, Economist at Momentum Investments and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments. Economists at Momentum Investments Macro research desk, offer commentary on the decline of the Gross Domestic Product…
