Investec Volatility has characterised the global investment landscape since COVID-19 first emerged in early 2020. This global uncertainty heaped additional pressure on local investor returns amid weak domestic fundamentals and legacy structural impediments to economic…
Key Takeaways: M&G plc raises shareholding in Prudential to 50.12% Prudential to change its name to M&G Investments Prudential reaches B-BBEE Level-1 Status We are very pleased to report that, following our announcement in March…
The Growth and Inflation Argument Continues
September 13, 2021
When it comes to questions about inflation, growth, and the impacts of vaccination on global economies, many of us are asking: what’s next? Will economies continue on their current growth trajectories? Will inflation remain transitory…
Imperial shareholders should vote with care
September 10, 2021
PSG Fund Manager, Justin Floor We have long argued that certain domestic companies offer exceptional value, with valuations having been decimated by overly negative market sentiment. Imperial Logistics is one such company trading far below…
Sanlam reports strong 2021 interim results
September 9, 2021
Sanlam today reported strong interim financial results for the six months ended 30 June 2021. The performance reflected the strength of each of the Group’s businesses and underlined the Group’s continued commitment to its stakeholders,…
Flippers and Floppers: Emerging Markets Q4 outlook
September 8, 2021
Jeff Schultz, Senior Economist, BNP Paribas South Africa KEY MESSAGES In emerging markets, we see policy ‘flippers’ and ‘floppers’. In most of the West (Latam and CEEMEA), robust recovery has come with higher inflation, forcing central…
SAB’s PIC investment journey – R1bn, 5 years, a lifetime of impact
September 8, 2021
South African Breweries (SAB) has invested R1-billion since its merger with Anheuser-Busch InBev (AB InBev) with a core focus of transforming the South African economy and uplifting society. Over the past five years, these Public…
The world faces uneven recovery in the post-COVID economy
September 8, 2021
Momentum Investments The Covid-19 pandemic plunged the world economy into the worst recession experienced in post-war history. However, the World Bank predicts a return to global growth of 5.6% for 2021. This would mark the…
