Investments / General

Policy priorities in a persistent pandemic

Central bank policymaking in the age of Covid was initially straightforward. Central banks acted in unison to cut rates, and many also injected substantial amounts of liquidity into their financial systems. The world saw synchronised easing in response to an unprecedented crisis.

Investing offshore by staying local offers potential tax advantages

South African investors who find themselves having to cope with the volatility of local markets have long looked towards distant shores to seek better returns for their money because of the strength of advanced economies with leading companies like Apple, Facebook, Alphabet (aka Google) and Netflix generating extraordinary returns.

Investing locally can sometimes be a better option than investing offshore

The big bucks bonanza in Corporate Karma

Global asset managers have elevated environmental, social and governance (ESG) considerations into the mainstream of their investment selection and portfolio construction activities. In fact, ESG has become so integrated into asset management methodologies that Katherine Davidson, Portfolio Manager and Sustainability Specialist at Schroders, reckons it will hardly warrant a mention a decade from today. Davidson used a panel discussion at the 2021 Allan Gray Investment Summit to introduce the concept of “Corporate Karma” and share some of the investment themes arising from it.