THE VERY DIFFERENT OPPORTUNITIES IN SA BONDS AND EQUITIES
This article appeared on the CityWire* news site on 5 Feb 2021. *Citywire is a UK-based leading global provider of...
Macro Economic Commentary – November 2020
Author: Ntsekhe Moiloa Geschichte wird von den Siegern geschrieben. But who are the winners who will get to write the...
MACRO ECONOMIC COMMENTARY – OCTOBER 2020
Author: Morotola Polohane OVERVIEW The COVID-19 pandemic is not yet over, nor is the disruption it has caused. Many nations...
From the desk of our CIO
September 2020 If market levels were the only indicator of economic wellbeing, we would be forgiven for concluding that the...
Macro Economic Commentary – September 2020
Author: Ntsekhe Moiloa South Africa moved into level one lockdown during the final third of September. There has been an...
Macro Economic Commentary – August 2020
Image Credit: https://hoovervillet.weebly.com/ Author: Morotola Pholohane OVERVIEW The Great Depression of the 1930s lasted for around ten gruelling years. Its...
Shoprite cleaning house?
Author: Nompumelelo Qwabe The Shoprite group in their most recent trading update announced an exit of their Nigerian operations following...
Beleaguered inflation-linked bonds
Author: Rowan Williams-Short, Head: Fixed Interest, Vunani Fund Managers Inflation-linked bonds (ILBs) arrived in South Africa in March 2000, well...
None dare call it conspiracy
Author: Tony Bell, Head of International Investments, Vunani Fund Managers With so much focus on Covid-19, it seems the world...