Investment

The Growth and Inflation Argument Continues

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…
Investment

Imperial shareholders should vote with care

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…
Investment

Sanlam reports strong 2021 interim results

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,…
Investment

Flippers and Floppers: Emerging Markets Q4 outlook

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…