Emerging Markets: Opportunities and the Road Ahead
July 28, 2020
By: Franklin Templeton’s Emerging Markets Equity CIO Manraj Sekhon With the spread of COVID-19 having slowed in recent months, the focus of policymakers and markets has started to shift from the immediate needs of the…
BER other services survey results
July 23, 2020
Other services survey results: 2020Q2 Services sector hit hard by the lockdown The second-quarter results of a long-running internal BER survey (made public for the first time), once again confirmed the devastating economic fallout of…
Wealth tax: A plaster on an ailing economy
July 23, 2020
By: Samantha Lance, Fiduciary Partner, Citadel Fiduciary (Pty) Ltd The discussion around a wealth tax is doing the rounds again. Given the state of the South African economy and the shortfall of tax collection, should…
Is retail investor surge cause for caution?
July 20, 2020
By: Johanna Kyrklund Chief Investment Officer and Global Head of Multi-Asset Investment at Schroders It’s an old investment cliché that when your taxi driver starts giving you share tips, it’s time to sell. As someone who…
By: Tom Walker Co-Head of Global Real Estate Securities at Schroders How will Covid-19 affect global cities? A lot will depend on whether or not we get a vaccine for Covid-19. If we move into a world…
By: Bernard Sacks, Tax Partner at Mazars Since the start of the nationwide COVID-19 lockdown, South Africans have been forced to make more than a few adjustments and have had to make do without some…
A better – and very different – tomorrow
July 15, 2020
By: Samantha Steyn, Chief Investment Officer, and Yanga Nozibele, Investment Associate, Cannon Asset Managers Following the endless stream of Covid-19 headlines, extended lockdowns and associated economic hardships, we are all suffering from Armageddon fatigue. It…
By: Maitse Motsoane At the beginning of the year, when the S&P 500 Index was flirting with new all-time highs, the market didn’t exhibit all the classic signs of a bubble. Fast-forward to today, with the…
