Explore the Category

Are SA bonds still attractive after the recent rally?

31 July 2024 | General

As an investor one is always in search of assets that are both priced attractively but also have positive fundamentals underpinning them. These are hard to find! Typically, you have to either compromise on the price or on how good the “story” is. South African government bonds provide an interesting example of this investment dilemma. Prior to the recent elections, the fundamental backdrop was very concerning, with investors having to contend with fiscal weakness, a poor growth outlook, and a highly uncertain election outcome. At that point, however, this backdrop at least came with a very attractive valuation, with the 10-year bond yield exceeding 12%, which was higher than where it reached during both “Nenegate” and the Global Financial Crisis.

Can the GNU fix inflation, interest rates and the rand?

31 July 2024 | Economy

The big question South Africa-based asset managers and investment advisers want answered halfway through 2024 is whether the country’s recently established government of national unity (GNU) will deliver on its promised economic and political reforms or fizzle out like so many of the country’s previous false starts. To find answers, your writer attended the economic overview component of the Sanlam Investments H1 Fund Update webinar series.

Investment Perspectives: Q2 Economic view

30 July 2024 | General

The potential for the US economy’s “soft landing” and whether the high interest rates will guide inflation back towards target without causing the economy to go into a recession remains a pre-occupation for analysts.

The road to Olympic glory: A marathon, not a sprint

30 July 2024 | General

Olympic athletes dedicate years, and sometimes decades, to training for a few moments of competition. Their journey is marked by countless hours of preparation, relentless dedication and an unwavering focus on their ultimate goal.

quick poll

Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer

Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

View the Results