Economies at a glance
June 3, 2020
Below is a snapshot of the Economies at a glance report for May 2020 from the Momentum Investments Macro research desk.
According to the SARB, the actual GDP level in 2022 is now expected to be lower than 2018, meaning that the Covid shock could result in nearly half a decade of stagnant output.
Unwise to bet against China over the long term
May 29, 2020
While South African equities are regaining some lost ground, all eyes are firmly set on the post-lockdown global economic revival. However, any prospects of an upturn remain intertwined
Five ways to measure market risk
May 28, 2020
The coronavirus shock has opened up the possibility of appealing equity returns on a long-term horizon. We highlighted before equity markets were reasonably valued relative to bonds.
As the COVID-19 crisis developed and panic gripped markets, growth asset classes sold off aggressively in March, with a flight to cash and perceived safe haven asset classes such as US treasuries.
Two key lessons from my own investment journey
May 26, 2020
for those who have not been exposed to the world of finance and investing, I know just how difficult getting started can be. With that in mind, here are two of the key lessons that I have learnt
For governments, businesses, and investors, an essential question has been to understand the sources of resilience during these past few months and how to build on them to prepare for future crises.
The South African Reserve Bank (Sarb) Monetary Policy Committee (MPC) reduced interest rates by an expected 50 basis points to 3.75% at the scheduled May 2020 interest rate-setting meeting.
