The good news … and the bad news
December 9, 2020
By: Maarten Ackerman, Chief Economist and Advisory Partner, Citadel The GDP numbers are much better than expected. In fact, the 66% quarter-on-quarter, seasonally adjusted, annualised figure is better than even the best industry expectation. It…
EXEO Capital, a leading pan-African private equity investment manager, today announced the investment by its Food and Agribusiness fund, Agri-Vie Fund II, in Glacier Products Limited (“Glacier”) – the producers of Kenya’s renowned ice-cream and chocolate brand,…
Schroders monthly market review
December 4, 2020
A look back at markets in November, in which stocks made record gains amid a decisive outcome in the US election and several successful Covid-19 vaccine trials. Global equities rallied strongly in November, mainly due…
What does US-China decoupling mean for emerging markets?
December 2, 2020
By: David Rees, Senior Emerging Markets Economist at Schroders As ties between the world’s superpowers continue to loosen, we look at the implications for investors and the emerging market countries that could benefit. A decoupling…
The stifling effect of COVID-19 on investment newbies
December 2, 2020
By: Sheldon Friedericksen, CFO of Fedgroup COVID-19 has left the economic world in a state of shock. Stock markets are fluctuating and the global economy is contracting, leaving people concerned about their investments. Some lost…
Managing your investment manager: Guidelines for a Family
November 30, 2020
By: Layve Rabinowitz, Head of Family Office MEA at Stonehage Fleming When investors employ the services of an investment manager, it can be difficult to make an objective decision on who to choose and how…
Arno Lawrenz joins Sasfin Asset Managers as Chief Investment Officer
November 27, 2020
Sasfin has announced that Arno Lawrenz will join the Sasfin Asset Managers team as Chief Investment Officer. Backed by a track record within the biggest names in asset management, Lawrenz has been managing fixed income…
Another downgrade: Is it doom and gloom for SA bonds?
November 26, 2020
By: Luigi Marinus, Portfolio Manager at PPS Investments Where have we come from? In March this year, the last of the three major global ratings agencies, Moody’s, lowered South Africa’s credit rating to sub-investment grade. As…
