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.

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

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.

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%.

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.

Helen Jewell - CIO, BlackRock Fundamental Equities, EMEA, discusses the outlook for equity markets against the backdrop of continued macroeconomic turbulence.