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27 Nov 2020anemptytextllinePlease see the Fund Manager Changes industry report that highlights the business and team related changes that occurred during the previous quarter. -
26 Nov 2020anemptytextllineFitch and Moody’s adjusted their ratings for the SA government, moving it one notch deeper into ‘junk’ status.
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18 Nov 2020anemptytextllineMission impossible. That is certainly the way most commentators would describe the daunting task of solving South Africa’s fiscal puzzle. Encouragingly, the National Treasury has become more explicit in its acknowledgement that we are on an unsustainable fiscal path and that time is of the essence.
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12 Nov 2020anemptytextllineWe are of the view that South Africa is cyclically well-positioned for global recovery with a cheap currency, attractively priced bonds, undervalued equity market and the possibility for continued USD weakness.
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10 Nov 2020anemptytextllineAs we enter into the final quarter of what has been a tumultuous year thus far, we saw October’s narrative being dictated by the US elections as well as COVID-19 second wave fears.
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2 Nov 2020anemptytextllineIn this article Adam Bulkin, our head of Manager Research, explores three possible scenarios fund managers may attempt, to solve for the low-return problem we face.
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29 Oct 2020anemptytextllineArthur Kamp comments on Treasury’s 2020 MTBPS and points out that only government expenditure cuts and no shift from consumption to capital investment is illusionary progress.
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12 Oct 2020anemptytextllineGlobal tech companies shone brightly in the third quarter of 2020, with Apple becoming the first US company to surge past a market capitalisation of $2 trillion. Most businesses dimmed investor expectations, though, with plummeting profit levels and reduced or no dividend declarations. Sasol, for example, announced an impairment bigger than its market cap. What else happened during the quarter?
