Investments / General

Balancing risk and return on S.A. government bonds

Current market sentiment towards SA government bonds is especially negative. Both local and foreign investors are becoming increasingly concerned about the debt hangover effects and higher borrowing costs arising from continued fiscal slippage on an already bloated balance sheet.

Just as seasons are cyclical, so too are markets

Cycles such as seasons change and repeat themselves routinely, and are identifiable by their characteristics, for example wet and dry spells, or hot and cold.

Sitting on the fence may allow a longer-term approach

Passive investment strategies have gained popularity around the world. In developed markets like the United States, passive vehicles now hold around half the total listed equity fund assets.

Hidden GEMs: Taking stock of the EM sovereign sustainable bond market