April 4, 2024
S.A. Income funds in the spotlight
Michael Kruger, Senior Investment Analyst at Morningstar South Africa that unpacks that Bridge Taxi Finance and Mi-Plan Fund situation, sharing insights into credit risk in the South African Income Funds universe.
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April 4, 2024
ESG must be linked to executive compensation
There has been a noticeable shift in corporate practices towards recognising the importance of environmental, social, and governance (ESG) factors in driving sustainable growth and enhancing stakeholder value.
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June 11, 2024
SARB held repo rate steady amid lingering inflation risks
Momentum Investments have released their report based on SARB held repo rate steady amid lingering inflation risks prepared by the Momentum Investments Macro Research Team.
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April 2, 2024
Higher for longer: what do higher interest rates mean for private equity?
Richard Damming and Verity Howells of Schroders analyze the impact of the '3D Reset' on inflation, interest rates, and private equity investments amid rising geopolitical tensions and structural changes.
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March 27, 2024
Pre-MPC Analysis: a Hawkish pause expected
Arthur and Patrick look at how expectations are leaning towards no change in the Bank’s repo rate amid higher recent inflation prints. However, a careful examination of the economic indicators and the factors influencing the SARB's decision reveals a cautious optimism and the need for patience.
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March 27, 2024
Life after cash and investing at all-time highs
According to Multi-Asset Fund Manager at Schroders, Tara Jameson, the belief that interest rates will fall this year has made assets such as cash and bonds less attractive to investors and sent some stock markets to all-time highs.
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