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...
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...