ESG stands for Environmental, Social, and Governance and, according to PWC, investors are increasingly applying these non-financial factors as part of their analysis process to identify material risks and growth opportunities. With Western countries having moved fast to isolate Russia in the wake of the war in Ukraine, energy security and the green economy have…
Markets have just recorded their worst quarter since the early days of the Covid-19 crisis in 2020, with the reality of persistently high inflation continuing to dictate direction. The MSCI World index dropped by 8.4% in June and 15.5% for the second quarter of 2022, while the S&P 500 fell by 8.3% in June and…
SA fundamentals are weak, but external factors will also play a role in determining the rand’s direction in the second half of 2022 The following article has been commissioned for Dynasty clients and authored by Alison Barker, economist and head of Analytics Consulting FX Solutions, this being our Investment Committee’s primary source for currency research.…
The era of low interest rates and low inflation seems to be behind us, with most investors and governments admitting that inflation is more persistent rather than being of a transitory nature, as was previously put forward. Rising fuel and energy prices, primarily as a result of the war in Ukraine, supply chain disruptions due…
