Investment

Emerging Markets: Opportunities and the Road Ahead

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…
Investment

BER other services survey results

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…
Investment

Wealth tax: A plaster on an ailing economy

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…
Investment

Is retail investor surge cause for caution?

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…
Investment

A better – and very different – tomorrow

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…