Five ways to measure market risk
May 28, 2020
The coronavirus shock has opened up the possibility of appealing equity returns on a long-term horizon. We highlighted before equity markets were reasonably valued relative to bonds.
As the COVID-19 crisis developed and panic gripped markets, growth asset classes sold off aggressively in March, with a flight to cash and perceived safe haven asset classes such as US treasuries.
Two key lessons from my own investment journey
May 26, 2020
for those who have not been exposed to the world of finance and investing, I know just how difficult getting started can be. With that in mind, here are two of the key lessons that I have learnt
For governments, businesses, and investors, an essential question has been to understand the sources of resilience during these past few months and how to build on them to prepare for future crises.
The South African Reserve Bank (Sarb) Monetary Policy Committee (MPC) reduced interest rates by an expected 50 basis points to 3.75% at the scheduled May 2020 interest rate-setting meeting.
The end of the free lunch
May 21, 2020
There is no such thing as a free lunch. Yet recent times have provided South African savers with something close to this, as risk-free returns from money market investments have comfortably
By: Schroders While tens of millions of Americans were losing their jobs, the stock market in April produced its best monthly return in over 30 years. We look at what’s behind this apparent disconnect. Over…
As with most parts of the world, what started out as a health crisis has also turned into a humanitarian and economic crisis. While Covid-19 infections rates have been relatively low on the
