2024 is being billed as the biggest election year in history, with dozens of countries representing around 4 billion people expected to hold general or presidential elections. The unpredictability of election outcomes in some of the world’s most populous and economically significant nations has introduced major concerns to investors which are likely to escalate throughout…
In our first newsletter of 2023, we set out our expectation for “markets to grind higher during 2023 and recover a meaningful portion of 2022’s losses”. This forecast turned out to be accurate, with equities rallying strongly in response to signs that global inflation had abated and that the interest rate tightening cycle had reached its…
Since the Global Financial Crisis, investors have become accustomed to keeping cash in US dollars, British pounds or euros, earning minimal or zero interest while simultaneously incurring administration fees. But following the global interest rate tightening cycle over 2022 and 2023, investors can once again start earning more attractive interest rates on their funds in…
While the rhetoric around prescribed assets subsided a few years ago due to the workers’ unions realising that their members would be among those most prejudiced should the policy be implemented, there have been some queries as to what lengths the South African government may go to in order to fund their budget deficit and…
