Related Insights

  • STRICT FISCAL CONSOLIDATION CRUCIAL TO AVOID MOODY’S DOWNGRADE

    19 February 2018
    The improved political backdrop provides potential for a more positive outlook for 2018 than before
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  • #ZEXIT, MOODY'S AND THE UPCOMING BUDGET SPEECH

    16 February 2018
    Tiniyiko Ngwenya tells us why she believes this is a year of reckoning for the SA economy and what investors should be aware of in the face of #Zexit, Moody’s ratings and the budget speech.
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  • Asset Class Returns

    09 February 2018
    Average unit trust asset class category returns to end January 2018
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  • Denzil Burger discusses various shares and the market

    18 January 2018
    Bruce Whitfield and Denzil Burger discuss Steinhoff and the choices that investors need to make, Woolworths and their competitors, various other companies and the economy. Audio courtesy of 702 and Cape Talk Radio.
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  • KEY MARKET TAKE-OUTS ON ANC ELECTION RESULT

    18 December 2017
    “We expect markets to react positively to Ramaphosa’s election as President of the ANC."
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  • KEY MARKET TAKE-OUTS AS THE ANC ELECTIONS DRAW CLOSER

    14 December 2017
    The ANC will elect a new president at its 54th National Conference next week. Please see our key market take-outs, of which we will update you again post the elections next week.
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  • STEINHOFF SELL OFF WHAT YOU NEED TO KNOW

    07 December 2017
    Watch Peter Brooke talk about Steinhoff
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  • Market Outlook 2018 – stay in it for the long haul

    29 November 2017
    While global prospects still look good for 2018, the outlook is never riskless, especially in an environment where central banks are normalizing monetary policy settings.
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  • S&P downgrades SA to junk while Moody’s places SA on downgrade review

    27 November 2017
    “I think the main reasons behind the downgrades are very weak GDP growth and the fact that S&P is not convinced that any measures in the February budget will be strong enough to stop the deterioration”
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  • HOW WILL THE ANC ELECTIONS AFFECT THE SA ECONOMY AND LOCAL MARKETS?

    23 November 2017
    South Africa’s economy is on a continuous downward trend with billions of Rands flowing out of the country. Ratings agencies and investors are seeking policy direction going forward from the ANC elective conference.
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  • POTENTIAL DOUBLE TROUBLE AS RATINGS AGENCIES MEET

    22 November 2017
    This week, the South African Monetary Policy Committee is meeting to decide on interest rate movements and the ratings agencies are meeting to decide whether they will downgrade South Africa’s local currency rating.
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  • The Importance Of Sticking To Your Investment Plan

    31 October 2017
    Peter Brooke, Boutique Head of MacroSolutions, discusses the implications for investors who have sat on the side line and thus have not participated in this year’s equity market rally.
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  • Tomorrow 2017: Tinyiko Ngwenya

    13 October 2017
    Tinyiko Ngwenya talks about optimising returns in the South African conext at Tomorrow 2017.
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  • Emerging market opportunities: Turning chaos into profits

    12 October 2017
    The key to achieving alpha amid the chaos is to recognise the investment opportunity
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