An envisaged macro environment of peaking inflation, high wage growth and a slowing economy are problematic for future corporate sales, margins and profit growth and as such is not providing a favourable underlying fundamental backdrop for global equities.

It has been a tough year to date across all markets and fixed income has not been spared. After years of stable inflation-beating income returns, a return in excess of inflation has been hard to come by this year.

In Africa, a lack of sustainable infrastructure concerning cold chain logistics poses a serious threat to food security, the economy and the environment. Old Mutual African Infrastructure Investment Managers (AIIM) and its investment partners have established a cold chain logistics platform, which aims to improve Sub-Saharan Africa’s food security.

Research suggests that people who adopt an optimistic mindset are significantly more likely to experience better financial health and engage in healthier financial habits than people who have a pessimistic outlook.

Evidence overwhelmingly shows that, more often than not, those who invest and forget about their investments until they need them will achieve better investment outcomes than those who actively try to time the markets

In 2023, the energy crisis and rising interest rates will drag global GDP growth down to just +1.5%, as slow as it was in 2008. It’s the latest forecasts provided by Allianz Trade, which operates through the Allianz Global Corporate & Specialty license in South Africa.