Global Multi Asset Update
10 September 2019
According to Arno Lawrenz, Global Investment Strategist at Ashburton Investments, the US China trade war is symptomatic of the shift in economic power towards the East and the desire of the US to reclaim (or retain) its global hegemony.
Global multi asset update
21 August 2019
Future cars and the potential impact on short-term insurance companies
16 August 2019
The experts also agree that no one player will dominate the space – it will be several players that will play in the space. The total addressable market of all passenger vehicle and public transport trips according to Uber was $5.7 trillion in 175 countries – which is massive.
Central banks either cutting interest rates or being expected to cut rates
16 August 2019
Global equity markets held on to their strong gains from the previous month, with most global equity markets up by between 1% and 3%. The main theme for the month was central banks either cutting interest rates or being expected to cut rates.
Credit Insights - Demand continues to outpace supply
12 August 2019
The second quarter of 2019 was characterised by strong issuance volumes during April (R17.8 billion) and June (R20.5 billion), with issuance during May (R12.5 billion) being impacted by the lead up to the general elections.
SA bonds fall as SA economic and political fears grow
08 August 2019
South African 10-year bond yields have risen to close to 9% as political wrangling and fears about the country's economic health continue to grow.