November 9, 2022
Is now the right time to invest in local assets?
Looking at the news headlines on load shedding, corruption, labour disputes, damaged infrastructure, unemployment and more, it's easy to become disheartened about investing in South Africa. However, one has to ask: Are there opportunities in this apparent chaos?
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November 8, 2022
‘Greenflation’, has not been priced into predictions
Alec Cutler, portfolio manager at Allan Gray’s offshore investment partner Orbis, says that there are new inflationary impulses that are not being added to the prediction.
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October 21, 2022
Markets reassured as Truss leadership ends
After just 44 days in office, Liz Truss drew a close to her disastrous premiership, resigning after losing the backing of her party. She claims the unenviable title of the shortest-serving prime minister in the UK’s history.
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October 20, 2022
How is inflation affecting the big investment themes of the future?
Schroders’ economists are forecasting global inflation of 7.2% this year, up from 3.4% in 2021. They forecast a moderation to 4.3% in 2023 but this is still above many central banks’ targets and well above the level experienced in most major economies in recent years.
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October 12, 2022
IMF Global Financial Stability Report
Risks have increased since the April 2022 Global Financial Stability Report and the balance is skewed to the downside, announced Tobias Adrian, IMF’s Financial Counsellor.
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October 11, 2022
Stagflation, deflation or both?
Over the past two years, the world witnessed one of the fastest bear markets and the quickest subsequent recovery, thanks to the pandemic. Now, rising inflation and slow global economic growth have led to deliberations between experts about what will come next – deflation or stagflation?
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