Since the infamous “dotcom” meltdown nearly two decades ago, people have tended to question any sort of extended run-up in technology-sector stocks. Stephen Dover, executive vice president and head of equities at Franklin Templeton Investments and...
By Marianna Georgakopoulou, Head of Asset Allocation at Ashburton Investments Global macro indicators are currently strong, with a clear cyclical recovery underway in most regions of the world. In particular, industrial and consumer survey data in...
By Lesiba Mothata, Chief Economist – Investment Solutions It is not often that the effects of an election can be directly observable in financial markets. This time around, however, the US election and the related ascent of Donald Trump to US...
By Sanisha Packirisamy (Economist) and Herman van Papendorp (Head of macro research) at MMI Holdings. Global central banks to remain in the spotlight We are likely to see a further desynchronisation in major global economies in 2016 as a firmer...
Jeremy Gardiner, director at Investec Asset Management argues that most of the economic pain we are feeling in South Africa at the moment is being felt more or less similarly across all emerging markets. My brother has just returned to South Africa...
Saxo Bank, the online multi-asset trading and investment specialist, has released its annual set of ‘Outrageous Predictions’ for the year ahead. Although the probability of any one of the predictions coming true is low, they are deduced...
Santhiran Naidoo,investment analyst at Glacier by Sanlam, explains what the possible US government shutdown is all about, and takes a look at how the current uncertainty in the US may affect us here in South Africa. For the past few weeks we have...
This article is a press release from Rezco, an asset management and investment consulting company. Reports that the US is set to reduce its quantitative easing programme at the end of this year have already sent emerging markets into a tailspin,...
The following economic update by Stanlib economist Kevin Lings shows that the US appears to be turning the corner. This is good news for global growth but unfortunately South Africa remains well behind the curve; latest statistics on our economy...
