Hope, Mood(y’s) and Destiny
We attended a global investment conference in Cape Town last week and experienced varied views on global risk assets by the asset managers presenting. One can easily be influenced by…
Is a recession looming?
In previous weekly comments and numerous alternate financial commentaries alike, the perceived correlation between an inversion of a country's sovereign yield curve and the prospect of an imminent recession have…
Prescribed Assets – sense or sensationalism?
Ever since the ANC announced in its 2019 manifesto that it would “Investigate the introduction of prescribed assets on financial institutions’ funds to unlock resources for investments in social and…
Central Bankers looking for fresh tools to tackle fears of a global recession
With the World’s monetary policy makers all congregating last week at Jackson Hole, Wyoming for the annual summer gathering at the economic policy symposium; it was interesting to read that…