September 27, 2022

A systematic approach to ESG investing imperative to manage costly trade-offs

With COVID-19 having accelerated the need for socio-economic development, sustainability & societal impact continue t...
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September 27, 2022

SA has the capacity and experience to roll out large infrastructure projects

government’s announcement of the roll-out of 55 infrastructure projects & 12 special projects worth R340bn bodes well...
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September 27, 2022

SA Private Equity takes a knock but will rally

The latest RisCura-SAVCA South African Private Equity Performance report reveals that private equity couldn’t quite e...
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September 27, 2022

Historic collapse in GDP ups the ante for government and the SARB

We anticipate a budget deficit of 13.9% of GDP for 2020/21, and we look to the MTBPS for indications on how governmen...
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September 27, 2022

COVID-19 growth slump hits the economy in the second quarter

Economists at Momentum Investments Macro research desk, offer commentary on the decline of the Gross Domestic Product...
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September 27, 2022

Global Outlook Q4 2020: Going with the liquidity flow

We remain positive on risk assets, based on our expectation that real yields will remain low, as central banks contin...
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