Utility tariff increases push headline inflation back into the bottom edge of the 3% to 6% target
August 27, 2020
By: Sanisha Packirisamy, Economist at Momentum Investments and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments. Highlights Headline inflation crept back into the lower end of the 3% to 6% inflation target…
Getting bang for your buck
August 27, 2020
By: Dr Adrian Saville, Chief Executive, and Kyle Ferreira, Investment Analyst, Cannon Asset Managers Using currency to reduce risk and boost returns in a world of uncertainty From the Hungarian forint to the Chilean peso,…
How to weather the 2020 market storms
August 26, 2020
By: Director of Investments at Sanlam Private Wealth, Alwyn van der Merwe To say that the first six months of this year was a very volatile time in financial markets, locally and globally, would certainly be…
What does value investing have in common with Forrest Gump?
August 24, 2020
By: Nick Kirrage, co-head of Schroders Global Value team. The last decade or so has not been kind to value investors. Not only are we that much older, we’re that much greyer as a result…
Sustainable Investing enduring through COVID-19 and beyond
August 20, 2020
By: Thomas Fekete EMEA Head of Strategy and Products for Sustainable Investing at BlackRock Investor demand for sustainable investing is growing. From identifying and implementing clean sources of energy to emission friendly transportation and medical…
SA needs to support entrepreneurs now more than ever
August 20, 2020
By: Arnold February, Regional Investment Manager at Business Partners Limited Celebrating World Entrepreneurs’ Day Considering the extreme economic adversity that South Africa currently faces, entrepreneurs should be celebrated and supported now more than ever before….
The Fourth Industrial Revolution Is Just Beginning
August 20, 2020
Many pundits have talked about “the Fourth Industrial Revolution,” but what does it mean? Franklin Equity Group’s Matt Moberg explains in the below podcast how the current pace of innovation is driving productivity gains—and accelerating…
Marriott Half Year Report 2020
August 19, 2020
By: Duggan Matthews, Chief Investment Officer at Marriott. Has the future ever looked so uncertain? Probably not, at least not for a very long time. The fallout arising from the COVID-19 pandemic has, in just…
