Investment

A growth recovery in waiting

Major central banks have eased monetary policy in recent months, delivering on the anticipated policy pivot that informs one of our key investment themes. We expect policy easing to help sustain the economic
Investment

Following in the footsteps of Brazil

Brazil has many of the same attributes as South Africa: both rank poorly on global corruption perception indices; both have had allegations and investigations around their past presidents with highly ranked
Investment

A hawkish cut and a dovish hold

Last week, the two most important central banks for local investors held monetary policy meetings. The US Federal Reserve (the Fed) is arguably even more important for local investors than the