PROSPECTS FOR SOUTH AFRICAN EQUITIES IN 2022

PROSPECTS FOR SOUTH AFRICAN EQUITIES IN 2022

Globally quite a bit has changed over the past few months and since our last strategy note. In our view there are two critical changes to be aware of. Firstly, the current and future inflation prospects in the US and globally have kicked up considerably higher, hence...
PROPERTY – WHERE TO FROM HERE?

PROPERTY – WHERE TO FROM HERE?

“Double, double, toil and trouble” … Or, at least, so it seems. Listed property has been cast the villain of the South African asset classes for some time now, and maybe for good reason. Since the news broke of the alleged resilient misdealings late in 2017, it has...