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  • #17 Inflation: a pernicious longer-term problem?

    #17 Inflation: a pernicious longer-term problem?
    2025/02/25
    Inflation has been on a wild ride since the outbreak of war in Europe, which sent it soaring. Then central banks came to the rescue by raising rates. But has inflation bottomed, and is the line of least resistance to the upside as Trump tariffs loom? John Stopford considers strategies to mitigate the inflationary threat.

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    8 分
  • #16 Why this environment calls for an active approach to managing fixed income assets

    #16 Why this environment calls for an active approach to managing fixed income assets
    2025/02/11
    SA faces the looming Budget, while in the US, Donald Trump is wielding his power as only he can. Against a backdrop of economic growth uncertainty, currency movements and the vagaries of political manoeuvring in a world facing a potential trade war, Malcolm Charles sets out why this environment calls for an active approach and how they’re positioning to navigate it.

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    13 分
  • #15 Navigating politics and markets

    #15 Navigating politics and markets
    2025/02/03
    Gail Daniel, the portfolio manager of Ninety One Manged Fund, analyses Trump’s policy impact on South Africa, covering the Rand, SA bonds, and the Fund’s positioning. She explains the Fund’s offshore preference over SA Inc., highlighting key investment risks and opportunities.

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    14 分
  • #14 Central Banks make their monetary mark

    #14 Central Banks make their monetary mark
    2025/02/03
    Central banks have had a busy start to the year. The Bank of Japan began with an interest rate rise, followed by decisions from the South African Reserve Bank, the ECB and the all-important US Federal Reserve. Ruen Naidoo discusses how expectations have changed from this time last year and considers the implications for SA fixed income investors.

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    9 分
  • #13 SA - Optimism stages a (cautious) comeback

    #13 SA - Optimism stages a (cautious) comeback
    2025/01/27
    The word ‘optimism’ has been conspicuous by its absence for many years when investors and analysts have spoken of the SA economy. Last year, however, it made a tentative return. The GNU has been cheered as the catalyst, but it’s the stabilisation of the economy that is the most encouraging. Sisamkele Kobus discusses the economic indicators of importance and covers inflation, GDP, unemployment and interest rates, and of course the attitude of foreign investors.

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    10 分
  • #12 Why bond yields are soaring and what it means for income investors

    #12 Why bond yields are soaring and what it means for income investors
    2025/01/17
    According to a major American bank the US bond market is in the sixth year of the third great bear market since 1790. But in September of 2024, the tide appeared to turn, before stubborn inflation and a robust US economy knocked the bulls off their perch. Add to that the threat of tariffs and suddenly it’s bear business as usual. Jason Borbora-Sheen unwraps a complicated asset class and sets out where opportunities lie for income investors.

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    15 分
  • #11 Why 2025 requires a new investment playbook

    #11 Why 2025 requires a new investment playbook
    2025/01/17
    With the US performing strongly and China showing signs of turning a corner, a global economic recovery is building. Opportunities abound, but Philip Saunders argues 2025 requires a new investment playbook. He explores where the smart capital will be heading – and where the pitfalls lie. A long, comprehensive and essential listen.

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    27 分
  • #10 Defying the sceptics

    #10 Defying the sceptics
    2024/12/12
    Any review of asset-class performance in 2024 would doubtless headline ‘Big Tech’, Bitcoin and geopolitics. But delving below the headline grabbers are unloved stocks that have surprised the sceptics. And to great effect. John Biccard discusses his big call ahead of the May 29th elections, how that played out and where he’s seeking opportunity now.

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    23 分