Fitch downgrade is not as bad as it seems
April 6, 2020
It is worth remembering that credit rating agencies tell us and the markets pretty much what we know already. Therefore the decision was based on the outlook for government debt and weak
Investors in South Africa and globally have over recent months faced a daunting array of risks that are impacting asset prices in different ways, complicating investment decisions and raising
Momentum - Economies at a glance
April 1, 2020
Sanisha Packirisamy, Economist at Momentum Investments and/or Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments, have provided a
Investors are now actively seeking ‘new world’ sectors and companies as the world readjusts to life with coronavirus and looks ahead to an economic recovery. The assessment from Nigel Green
Still more questions than answers says Old Mutual Wealth
March 23, 2020
The Covid-19 crisis is unprecedented in modern financial and economic history. There have been financial crises, recessions and bear markets before, but the scale and nature
STANLIB: Investing through a market crisis
March 19, 2020
The number of COVID 19 infections outside of mainland China continues to rise at a very significant pace. In fact, out of the 182 406 infections reported worldwide to date (17 March 2020), approximately 101 356 are outside of China.
The recovery from a coronavirus-triggered recession will usher in a new era in which how we live, do business and invest will fundamentally change, affirms the CEO of one of the world’s largest
Business confidence sinks in the first quarter
March 16, 2020
After a small increase in the fourth quarter, the RMB/BER Business Confidence Index (BCI) slumped by eight points to 18 in the first quarter of 2020 – a 21-year low. More than eight out of
