US bonds: when a dead asset comes alive
With the risk premium of bonds relative to equities at a 20-year low, US bonds – particularly medium-term ones – are regaining their relevance in diversified investment portfolios.
#bondmarket
Bank of America predicts only one repo rate cut this year
Stable growth and fiscal discipline could see South Africa’s credit rating rise two notches in the next three years.
SA credit rating upgrade is on the cards – not investment grade yet
The rating upgrade is likely to have profound implications for investment portfolios.
Undervalued no more? JSE’s Leila Fourie on the re-rating of South African assets
Three months after the formation of the Government of National Unity, JSE CEO Leila Fourie shares how the exchange is reaping the benefits of political stability.
How the economy and the bond market influence the Budget
South Africa’s core fiscal challenge is to get the gap between economic growth and the cost of borrowing back into positive territory.
