Investment

The good news … and the bad news

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…
Investment

Schroders monthly market review

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…
Investment

Another downgrade: Is it doom and gloom for SA bonds?

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…