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China – Where to from here?

China – Where to from here?

28 September 2023 | General

For decades, China has been the driving force behind global economic growth. Population growth and cheap labour, combined with government spending on infrastructure and large quantities of exports to the rest of the world served as major growth drivers.

Central Banks and Big Macs: Finding value in currencies

Central Banks and Big Macs: Finding value in currencies

28 September 2023 | General

One of the easiest ways to lose money is to buy something for more than it is really worth. When picking stocks, we seek to avoid permanent capital loss by buying shares of businesses that are priced well below our assessment of their intrinsic value.

South African Asset Managers Navigate Greylisting and Load Shedding: BEE.conomics Survey Reveals Challenges and Triumphs

South African Asset Managers Navigate Greylisting and Load Shedding: BEE.conomics Survey Reveals Challenges and Triumphs

28 September 2023 | General

The 15th edition of the BEE.conomics Transformation in South African Asset Management Survey offers an insightful view of the asset management landscape in South Africa.

Why US risk assets may perform better in this slowdown than those of the past

Why US risk assets may perform better in this slowdown than those of the past

26 September 2023 | General

A relatively better inflation picture not only reduces the risk of recession but also increases the potential for interest rate cuts.

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Fed keeps rates steady, but expects policy to be tighter for longer

Fed keeps rates steady, but expects policy to be tighter for longer

22 September 2023 | Economy

Local investors need a new playbook on China

Local investors need a new playbook on China

20 September 2023 | General

Hedge funds offer a steady hand amid emotional tides of investing

Hedge funds offer a steady hand amid emotional tides of investing

20 September 2023 | General

Addressing the challenges facing fixed income investors

Addressing the challenges facing fixed income investors

20 September 2023 | General

S.A listed property – Key considerations

S.A listed property – Key considerations

20 September 2023 | Property

Soft US economic landing unlikely – investors take caution

Soft US economic landing unlikely – investors take caution

19 September 2023 | General

Glass half full

Glass half full

18 September 2023 | Economy

What might oil back above $90 mean for US inflation?

What might oil back above $90 mean for US inflation?

18 September 2023 | Economy

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FAnews June 2026

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