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Equities in a ‘sweet spot’, but keep an eye on valuations

17 June 2020

Global equities are to remain in a ‘sweet spot’ for the next six to twelve months at least as masses of central bank liquidity and a lack of a compelling investment case for other asset classes are likely to underpin stocks.

Significant downside risk remains in volatile equity markets

05 June 2020

Despite the recovery in share prices globally and in South Africa following the sharp sell-off in March, it is evident that significant downside risk remains due to muted consumer demand, distressed companies, and consensus of a global recession amidst no clear timeline for a return to normality.

Chinese equities – are investors ignoring a tasty free lunch?

04 June 2020

Chinese equity indices have recently outperformed global markets. In addition, Chinese investment managers have continued to outperform their benchmarks during these turbulent markets.

Understanding private equity valuations in tumultuous times

26 May 2020

It feels as if we woke up one morning and the world was different – but when exactly did it change, and what did we know or should have known at any point in time? Investment managers of illiquid assets need to assess when, to what extent, and how they incorporate the impact of Covid-19 into their valuations.

quick poll

Question

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

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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