Gold in the age of fiscal dominance
With government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central banks are increasingly caught in a delicate balancing act – controlling inflation, while also managing the burden of sovereign debt and excess liquidity. At the same time, the US dollar’s role as the world’s primary reserve currency is facing growing scrutiny. Amid this evolving environment, gold is reasserting itself as a trusted store of value.
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Great expectations - raising the bar
Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations...
Shifting the savings curve: A behavioural blueprint for employers
In a country where the vast majority will not retire financially independent, employers have an opportunity – and, arguably, a responsibility – to do more to...
Gold in the age of fiscal dominance
With government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central bank...
South Africa’s 3% inflation target
The South African Reserve Bank believes we must take advantage of the current lower levels of inflation and has announced that it will now interpret its...
What the net replacement ratio reveals about retirement readiness
Many employers set up retirement fund benefits to ensure that their employees can work towards being financially secure when they reach retirement and no...
Nintendo: more than a game maker
Since its debut as a video console maker in 1983, Nintendo has been viewed as a cyclical company, subject to the unpredictable boom-bust rhythm of its hardwa...
Crouching tiger, hidden value
From Jungle Oats at breakfast to Mrs Ball’s chutney in bobotie, Tiger Brands is ubiquitous in the lives of South Africans. Founded in 1921 as Tiger Oats, Tig...