In my previous article in this two-part series, I looked at how consumer behaviour is changing as a result of the ongoing Covid-19 crisis. As people’s attitudes, spending patterns, working lives, and behaviours evolve to accommodate a new reality, each enterprise in the world will also need to adjust how it operates to minimise the damage…
In times of crisis, it is only natural to want to look beyond the volatility and imagine what the new normal will be when things settle down. As we all do our best to weather the storm of Covid-19, there is no shortage of forecasts and predictions about how the world will look once we…
Dynasty acknowledges that Covid-19 is first and foremost a humanitarian crisis. However, our consistent standpoint since the first regional lockdown on 23 January 2020 by the central Chinese government to quarantine the centre of the outbreak in the Hubei province, is that human and economic health are very much symbiotic. This view is also reflected…
In a not unexpected move, Moody’s downgraded South Africa’s sovereign credit rating to one notch below investment grade at Ba1. They also kept South Africa’s outlook as negative, indicating the risk of a further downgrade within the next eighteen months. As a result of this move, South Africa will no longer form part of the…
Dynasty is deeply aware that Covid-19 is essentially a humanitarian crisis. Due to extensive media coverage on the human, social, scientific, and statistical aspects of the virus, we thought it would be informative, in the capacity of the custodians of our clients’ wealth, to run a weekly series covering the economic and investment impacts of…
“Panic is highly contagious, especially in situations when nothing is known and everything is in flux.” – Stephen King Stock markets across the world had their worst day since the 2008 financial crisis on 9 March this year. A more than 30% intra-day crash in the oil price added further volatility to a market already spooked…
