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Jackson Hole: Powell pivots to rate cuts

Jackson Hole: Powell pivots to rate cuts

27 August 2024
Can the GNU fix inflation, interest rates and the rand?

Can the GNU fix inflation, interest rates and the rand?

31 July 2024

The big question South Africa-based asset managers and investment advisers want answered halfway through 2024 is whether the country’s recently established government of national unity (GNU) will deliver on its promised economic and political reforms or fizzle out like so many of the country’s previous false starts. To find answers, your writer attended the economic overview component of the Sanlam Investments H1 Fund Update webinar series.

Politics matter, but it can pay to keep things simple

Politics matter, but it can pay to keep things simple

30 July 2024
What would a Trump presidency mean for the US economy?

What would a Trump presidency mean for the US economy?

22 July 2024

As Biden withdraws, Schroders Senior US Economist George Brown examines the economic impact of a Trump presidency.

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If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

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‘Climateflation’: Higher temperatures, more storms, droughts and floods and their economic toll

‘Climateflation’: Higher temperatures, more storms, droughts and floods and their economic toll

17 July 2024
What does a landslide Labour UK election win mean for the economy and markets?

What does a landslide Labour UK election win mean for the economy and markets?

09 July 2024
Schroders Global Market Outlook

Schroders Global Market Outlook

14 June 2024
Mid-year economic outlook and Q1-GDP Results: The next two weeks will determine the next few years

Mid-year economic outlook and Q1-GDP Results: The next two weeks will determine the next few years

11 June 2024
ECB starts to ease, but how far can interest rates fall?

ECB starts to ease, but how far can interest rates fall?

07 June 2024
Onwards and upwards

Onwards and upwards

06 June 2024
SA GDP commentary June 2024

SA GDP commentary June 2024

05 June 2024
Stats SA reports drop in local food inflation, but global pockets of hyperinflation persist

Stats SA reports drop in local food inflation, but global pockets of hyperinflation persist

03 June 2024