November 28, 2023
Schroders Global Investor Study 2023
Wealth investors globally have been forced to re-evaluate their investment strategies in response to the new economic reality and ongoing inflation and geopolitical uncertainty, Schroders Global Investor Study 2023 has found.
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November 27, 2023
Why stock pickers are set to excel
As inflation persists at higher levels than in the past, market participants are increasingly asking themselves whether the environment is changing in some fundamental way – and what it could mean for their portfolios
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November 27, 2023
SAVCA appoints new board chairperson
SAVCA is delighted to announce the appointment of Vuyo Ntoi as the new SAVCA Board Chairperson. The appointment took effect on 15 November 2023 following a majority vote from the SAVCA Board of Directors.
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November 27, 2023
Higher for longer, but no more hikes
Lesetja Kganyago, Governor of the SA Reserve Bank (SARB), was exceptionally dovish at today's (23 November 2023) Monetary Policy Committee (MPC) meeting, especially relative to his usual stance and relative to October’s CPI which came in at 5.9% year-on-year (y/y) relative to expectations of 5.6%.
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November 22, 2023
The latest inflation release and the impact on the next interest rate decision
Statistics South Africa (Stats SA) reported headline inflation (CPI) at 5.9% year-on-year (y/y) for October 2023, a surprisingly large jump from the 5.4% figure reported for September 2023.
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November 22, 2023
Q4 Stock Market Monitor: Alpha opportunities in an unusual cycle
Helen Jewell - CIO, BlackRock Fundamental Equities, EMEA, discusses the outlook for equity markets against the backdrop of continued macroeconomic turbulence.
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