South Africa Ratings Lowered to 'BB-' from 'BB'
April 30, 2020
On April 29, 2020, S&P Global Ratings lowered its long-term foreign-currency sovereign credit rating on the Republic of South Africa to ‘BB-‘ from ‘BB’ and affirmed the ‘B’ short-term foreign-currency
Gauging the virus shock to economy
April 29, 2020
Global economic activity is being frozen to stem the coronavirus pandemic. Yet implications for asset prices will depend on the cumulative impact of the growth shortfall over time. We believe that policy actions
Why successful investors avoid gambling
April 29, 2020
no matter how sure or confident you may be, never go all-in on a single share or company. There is always the risk or chance of some crazy outlier appearing, and financial markets are simply no place for gambling.
Investing in a post Covid-19 world
April 29, 2020
Metrics indicate that we are approaching peak infections and peak death rates in some of the largest economies in the world and we have seen a bit of a relief rally in global equity markets
Investing during Covid-19 - we are 75% through the fear
April 29, 2020
The fear driving markets since February is due to a kind of dread that history will repeat itself. Investors worry that we are in the depth of a recession to rival the Great Depression or the kind
Oil Markets are Lacking Energy
April 28, 2020
Our Head of Equities Stephen Dover gives his take on the recent single-day collapse in oil futures contracts, and what he thinks it means for oil prices, as well as producers and consumers.
Moody’s downgrade and the impact on your investments
April 28, 2020
The downgrade followed a sharp increase in bond yields in emerging markets and South Africa, as markets discounted the effect of the world’s inability to contain the spread of COVID-19 resulting
BlackRock Launches its First Impact Mutual Fund
April 22, 2020
BlackRock announces the launch of a high-conviction active equity impact strategy with its BlackRock Global Impact Fund (“the Fund”). The new Fund gives investors the opportunity to