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Outlook 2018: Sustainability

Outlook 2018: Sustainability

11 January 2018

Examining companies without considering the social and environmental backdrop that will define future leadership is becoming increasingly untenable.

Staying positive: the Grinch[1] has not stolen Christmas

Staying positive: the Grinch[1] has not stolen Christmas

12 December 2017

It may not be easy getting through the upcoming festive season and the year ahead, without a tinge of dread, given the local and global challenges we’ve experienced, but there is hope.

Biggest maize crop on record yields GDP surprise

Biggest maize crop on record yields GDP surprise

05 December 2017

This year might just turn out better than most people expected. Numbers released today of GDP growth showed that the South African economy rebounded by 2% in the third quarter (quarter-on-quarter annualised). This brings growth for the past year to 0.8% and year to date to 1% - which is already higher than the current consensus number for 2017, including recent numbers published by the South African Reserve Bank and the National Treasury.

Safe for now, but ratings risk remains

Safe for now, but ratings risk remains

28 November 2017

After a round of credit ratings reviews by the three major ratings agencies, South African government bonds will remain part of the Citigroup World Government Bond Index (WGBI), but only just. The immediate risk of forced selling as a result of being excluded from this index has therefore abated for the time being. While each of the agencies has its own specific methodology for assessing creditworthiness, the common thread through all three reviews is that economic growth is too low, leading to pressure on Government’s finances, worsened by underperforming State Owned Enterprises (SOEs).

quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
Another credit downgrade: buying opportunity or cause for concern?

Another credit downgrade: buying opportunity or cause for concern?

28 November 2017
STANLIB: Ratings downgrade - Implication for investors

STANLIB: Ratings downgrade - Implication for investors

28 November 2017
Facing SA’s fiscal failure

Facing SA’s fiscal failure

23 November 2017
More political shocks

More political shocks

21 November 2017
How are SA funds positioned to withstand further credit downgrades?

How are SA funds positioned to withstand further credit downgrades?

21 November 2017
Not too hot, not too cold

Not too hot, not too cold

20 November 2017
Rating retribution and political plotting: key risks into year-end

Rating retribution and political plotting: key risks into year-end

20 November 2017
The State of the Nation - investment positioning ahead of the ANC elective conference in December

The State of the Nation - investment positioning ahead of the ANC elective conference in December

17 November 2017