Global economic outlook hangs in the balance amidst geopolitical uncertainty
Momentum Investments’ Market and Economic Outlook – January 2024 highlights worldwide elections, geopolitical tensions, and South Africa’s challenges.
How foreign investors and rating agencies view the outcome of the general election will affect the direction of bond yields and equity prices.
Read moreMomentum Investments’ Market and Economic Outlook – January 2024 highlights worldwide elections, geopolitical tensions, and South Africa’s challenges.
PSG chief investment officer Adriaan Pask analyses the potential shift in global currency dynamics post the BRICS Summit.
Unpacking the connection between the gold price, the capital markets, quantitative tightening and Russian military aggression.
FSCA’s risk-based approach | Medical scheme in liquidation | CIPC to collect beneficial ownership info | SA ties with Russia ‘a risk’
Price moves for some agricultural commodities have been dramatic since Russia invaded Ukraine at the end of February. The chart below shows how prices have jumped, with wheat gaining most. We believe that […]
The war in Ukraine is having a significant effect on inflation and activity in the world economy as commodity prices have soared and supply chains have been disrupted. Inflation in the G7 was […]
While most major global markets ended in the red, mining sector stocks drove the FTSE/JSE All Share Index 2.4% higher in February. The Alsi is up 3.2% so far this year. Diversified miners, […]