Investments

Silver Linings Playbook

A mystery explosion caused death and mayhem in the Johannesburg CBD last week, and much head-scratching. However, it was otherwise mostly a good news week in South Africa.

Credit Chronicle: A welcome rally but beware over enthusiasm

Investment Perspectives – Economic performance in Q2 2023

When trying to make sense of the economy, one needs to appreciate that it is ultimately a complex arrangement of interrelated macroeconomic variables, such as economic growth, inflation, and interest rates, which fluctuate gradually as the “business cycle” plays out.

Learning the right lessons from inflation history

The last time developed countries experienced inflation rates as high as recent levels, was 40 years ago at the end of the ‘Great Inflation’, which lasted from 1965 to 1982.