SEPTEMBER 2021 I SA MARKET & PORTFOLIO COMMENTARY

SEPTEMBER 2021 I SA MARKET & PORTFOLIO COMMENTARY

Capital markets experienced a sell-off in September due to factors including inflation fears, China corporate bond payment defaults, higher US bond yields and a developed market energy crisis. Global inflation remains elevated with signs of a slowdown in the US, China...
ESG INVESTING IN A POST TRUMP WORLD

ESG INVESTING IN A POST TRUMP WORLD

Are we likely to see the next growth phase of ESG investing in a post Trump world? Increasing levels of attention have been given to the style of investing since 1990 when MSCI launched the Domini Social 400 Index (renamed the KLD 400 Index) which according, to MSCI...