Jeanette Marais, Deputy CEO of Momentum Metropolitan Holdings and CEO of Momentum Investments South Africans “taxed” themselves out of R100 million in investment returns as a result of fears around Covid-19. Jeanette Marais, Deputy CEO…
Investors always ask how much of their portfolios should be invested offshore. After many years of analysing this question from different angles, Stonehage Fleming Investment Management in South Africa suggests that all surplus assets should…
A two-speed world
July 15, 2021
Coface Barometer Q2 2021 18 months after the start of the pandemic, access to vaccination is now the main factor setting the pace of people’s daily lives and the global economy. GDP growth forecasts for…
South Africa: Adding another hike for 2021
July 14, 2021
Jeff Schultz, Senior Economist, BNP Paribas South Africa Key messages We have added another 25bp hike to South Africa’s 2021 policy rate profile. We expect the South African Reserve Bank (SARB) to tee up a gradual normalisation cycle…
Halftime break
July 14, 2021
Old Mutual Wealth Investment Strategists Izak Odendaal and Dave Mohr We’re halfway through the year, and global investors are reassessing some of the broad views that have held for the past six or seven months….
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…
