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Tag Archives | inflation

shrinkflation

Shrinkflation, skimpflation and your investment returns

Inflation has been making a comeback. Not so long ago, it had seemed that we had vanquished (at least in the developed world) this sneaky foe of long-term wealth creators everywhere, thanks to tightly controlled central bank policies and the wonders of inflation targeting. Despite a post-financial crisis experiment called quantitative easing and prolonged record […]

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interest-rate

Upside risks may scupper SARB’s ‘slow and steady’ approach to rate increases

As expected, the SA Reserve Bank’s Monetary Policy Committee (MPC) on Thursday raised the repo rate by 25 basis points to 4%. However, what surprised some market analysts is that the SARB’s quarterly projection model (QPM) indicates that rates will increase more slowly than at the pace laid out at the MPC’s meeting in November. […]

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SA-Reserve-Bank

How many rate hikes will we see this year?

By how much will inflation increase this year and, more importantly, how many rate hikes will we see as a result? Thursday’s meeting of the Monetary Policy Committee (MPC) may shed more light on the matter, but in the meantime, market analysts and commentators have weighed in. In a presentation last week, Nedbank Corporate and […]

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These six themes ‘will be top of mind’ for active managers in 2022

These six themes ‘will be top of mind’ for active managers in 2022

The response to climate change, inflation, post-pandemic growth and China’s market interventions are among investment managers’ top concerns this year, according to Sanlam Investments. Sanlam Investments’ portfolio managers believe active managers will focus on the following six themes as they position client portfolios for maximum returns: Theme 1: Post-pandemic growth “There is a growing body […]

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Emerging markets guru Mark Mobius on … everything

Emerging markets guru Mark Mobius on … everything

Mark Mobius, founder of Mobius Capital Partners and former chairperson of Templeton Emerging Markets Group, is widely credited with having established emerging markets as an asset class. Mobius had virtual “fire-side chat” with CFA board member Delphine Govender at the recent CFA Investment Conference. Here is a run-down of some of Mobius’s views on current […]

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interest-rates

Why did MPC keep interest rates unchanged?

The answer is simple. Inflation, according to Thalia Petousis, fund manager at Allan Gray. Last week, the Reserve Bank’s Monetary Policy Committee (MPC) voted unanimously to keep the repo rate unchanged at 3,5%, its lowest level since it was introduced in 1998. Lower interest rates, although a life jacket for those in debt or with home […]

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Sixty Years on

This Elton John song came to mind when I read two publications on retirement planning last week: “Who’ll walk me down to church when I’m 60 years of age/When the ragged dog they gave has been ten years in the grave…” The results of Sanlam’s authoritative Retirement Benchmark Survey showed a lot of similarities to […]

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Zimbabwe – Low inflation turns into deflation during February

  The Zimbabwe National Statistics Agency (Zimstat) has published its consumer price index (CPI) for February. The organisation measured a 0.48% y-o-y decline in the cost of the benchmark consumer basket, putting Zimbabwe back in deflation for the first time in four years. This comes after inflation readings of less than 1% y-o-y over the […]

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Zambia – Inflation edges slightly higher in November

The Central Statistics Office (CSO) of Zambia released its latest monthly report on Thursday, November 28. Consumer price inflation rose in November, halting a three-month decline since reaching a y-t-d high of 7.3% y-o-y in June and July. The November consumer price index (CPI) inflation reading came in at 7% y-o-y, from 6.9% y-o-y in […]

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