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Articles tagged as "Interest Rates"

Food price inflation: Are we watching “That ‘70s Show”?

By Thalia Petousis on 12 May 2022

Unaffordable food and fuel prices are raising developed market consumer inflation to multi-decade highs, while the Federal Reserve recently announced a...

The power of perspective in an expensive market

By Ben Preston on 17 Feb 2022

Historically, every decade has its “poster child” asset class. In the 70s it was gold, the 80s Japanese shares, and materials shares in the noughties. At the...

The transition into the post-pandemic world

By Sandy McGregor on 27 Jan 2022

It is remarkable the extent to which the future is hidden from us. We all conduct our lives largely in terms of our experiences in the recent past, assuming...

Orbis: Inflation – the bottom-up case for caution

By Rob Perrone on 09 Nov 2021

If headlines are to be believed, people are gravely concerned that inflation will rise. If market prices are to be believed, people are quietly convinced tha...

Anaemic rate environment for money market funds

By Thalia Petousis on 20 Oct 2020

We have undoubtedly entered a difficult period for money market funds, with the overnight repo rate at its lowest in South Africa’s history. Meanwhile, other...

COVID-19: Portfolio, economic and investment update

By Duncan Artus on 01 Jun 2020

During February and March, we were active in both the local equity and fixed income markets. This activity reduced during April and May, as we believed the...

Increasing policy uncertainty

By Sandy McGregor on 20 Jul 2018

With few exceptions, notably India, most countries experienced slower economic growth in the first quarter of 2018. Anecdotal evidence suggests that that the...

SA needs to unlock its 'demographic dividend' by getting the private sector to invest

By Kevin Lings on 18 Jul 2018

South Africa needs to stop looking to government spending as the catalyst for economic growth and should instead foster a more conducive environment for...

Consumption trends in emerging markets: Opportunities and pitfalls

By Duncan Artus and Tamryn Lamb on 23 Nov 2015

Looking to capitalise on the rise of the emerging market consumer? Beware of the potential pitfalls .

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