Sanisha Packirisamy, Economist at Momentum Investments Momentum Investments Economist unpacks how the current war is only another reason for continued fuel price increases With the war in the Ukraine severely hampering already precarious global economic…
Adriaan Pask, CIO at PSG Wealth Soaring energy prices were already dominating news headlines before Russia – a key exporter of commodities – initiated a military attack on Ukraine. Energy inflation already rose prior to…
EM inflation: Higher, more entrenched
March 23, 2022
Marcelo Carvalho, Luiz Peixoto, Jeffrey Schultz We are increasing our EM 2022 inflation forecast by 4pp to 10% due to rising energy and food prices, trade disruptions and renewed supply-side constraints, resulting from the Russia-Ukraine…
Why agriculture holds the key to tackling water waste
March 22, 2022
Felix Odey, Portfolio Manager, Global Resource Equities at Schroders On World Water Day on 22 March, global asset manager Schroders, looks at how improving water usage is a crucial part of making the whole food…
Tough Fed talk on inflation, little bite
March 22, 2022
BlackRock Investment Institute (BII) Key Points Fed rate hikes: The Fed is talking tough on inflation by projecting a large and rapid increase in rates, but we think it won’t fully deliver and be forced to…
SARB: Hawkish caution loading
March 18, 2022
Jeff Schultz – Senior Economist, BNP Paribas South Africa We expect the SARB to unanimously raise the policy rate by another 25bp on 24 March. The decision, statement, and tone are likely to strike a…
Prudential Financial and LeapFrog Investments are backing one of Africa’s leading independent providers of financial advice, retirement, investment, and wealth management services, further deepening their presence and potential to impact people’s lives across the continent…
Three shifts shaping the PE landscape
March 17, 2022
Heleen Goussard, head of Alternative Investment Services, RisCura Interpreting the changes that take place in private equity (PE) prices over time isn’t straightforward as many of the drivers are unobservable. But there are some noticeable…
