Monthly Archives: March 2019

The perceived risk associated with an adverse credit rating action waxes and wanes with investor sentiment, the currency, the political rhetoric of the day, and now load shedding. Power rationing has intensified in March; hence, it is no surprise that…
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From hero to (almost) zero is probably a good way to describe sentiment towards South African assets in February. While a less hawkish Fed and lower US yields should have boded well for capital inflows, SA-specific factors prevented offshore investors…
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Download Performance Update I wanted to use the term “Dead Cat Bounce” but perhaps the cat wasn’t dead in the first place. We all know that equities is a volatile asset class and this was again proven by the moves…
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