Podcast – Counting the cost of the reshuffle – four months later
Nazmeera Moola, economist and strategist at Investec Asset Managment, analyses the cost of Jacob Zuma’s Cabinet Reshuffle, four months after the fact.
Balancing opportunity cost against risk in an uncertain world
There’s one word that defines the investment climate today, and that’s uncertainty. Emerging markets remain as volatile as ever – whether it’s the slide towards authoritarianism in Turkey, corruption scandals in Brazil, North Korea testing nuclear missiles or motions of no confidence in South Africa. If that wasn’t enough, there’s upheaval in the rich world,…
Change and Upheaval – the New Normal, Jeremy Gardiner
Alongside Venezuela, South Africa is one of the few countries that is not part of the longest phase of synchronised global growth we have seen for a good while. Jeremy Gardiner, a Director of Asset Management at Investec, told Dynasty clients at an exclusive presentation that this reflects that many of South Africa’s problems are domestic…