Investments / General

Disentangling risk in S.A. government bonds

S.A. government bonds endured a tough second quarter, delivering a negative return of 1.5%. Longer maturity issues were especially weak and sold off heavily alongside the rand, as adverse investor sentiment contributed to increased volatility in the domestic bond market.

Till Debt Do Us Part

Ratings agency Fitch stripped the US of its coveted AAA credit rating last week, throwing the proverbial cat among the market pigeons.

How will challenges to globalisation impact thematic investing?

Fitch downgrades US credit rating from AAA to AA+