Emerging market economies surprise to the upside
July 13, 2021
Adriaan Pask, Chief Investment Officer of PSG Wealth Emerging market (EM) economies in Europe, the Middle East and Africa (EMEA) are progressing quicker than what was initially projected by S&P Global Ratings in their previous…
By Keith Wade, Chief Economist & Strategist at Schroders A strong recovery in global growth continues to drive the outlook for assets. Schroders see inflation building in 2022, requiring tighter monetary policy. Despite making positive…
South Africa: A fiscal upside scenario
July 7, 2021
Jeff Schultz, Senior Economist, BNP Paribas South Africa. Following on from our meaningful upgrades to South Africa’s growth outlook on stronger cyclical (global) tailwinds (see South Africa: Moving on up, dated 10 June), we have now…
What’s Next for the Emerging Market Recovery?
July 1, 2021
Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity Emerging market (EM) equities have continued their ascent so far this year, though the pace has moderated from the momentum of 2020. EMs in general…
Coface Remote work has emerged as a new norm during the Covid-19 pandemic. As we emerge from the crisis, this cultural shift could allow companies located in developed countries to hire teleworking talent in emerging…
Understanding Cyclical Stocks
July 1, 2021
Ryan de Kock, Senior Analyst, Stonehage Fleming Equity Management South Africa Ongoing vaccination efforts and economic re-opening have seen the global economy well-positioned for a substantial pickup in growth for the remainder of 2021 and the…
Adriaan Pask, Chief Investment Officer at PSG Wealth As global economies continue to recover, available data suggests that the tide may be turning toward emerging markets (EMs), while developed markets (DMs) slowly fall out of…
Momentum Investments, together with majority owned subsidiary, Eris, won the “Residential” category at The South African Owners Association (SAPOA)Property Development Awards for Innovative Excellence. This prestigious award acknowledges some of the most remarkable man-made environments that…
