Archives


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    Outcome and views of the 2019 national elections

    14 May 2019
    Ashburton Investments

    The 6th National Elections since democracy in 1994 were held on 8 May 2019 and the outcome of the vote is crucial for the road ahead with regards to the South African economy and asset prices. We include a podcast from Ashburton Investments on how we interpret the outcome of the elections as well as the effect this should have on our markets.

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    India's state election results

    12 December 2018
    Ashburton Investments

    India turns its attention to the results of the state elections, seen as a litmus test for the popularity of Prime Minister Modi and his Bharatiya Janata Party (BJP) as we head towards the general election scheduled for the first half of 2019.

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    Season's greetings and best wishes for 2019

    12 December 2018
    Ashburton Investments

    May your holiday season be filled with fun, peace, joy and all your favourite activities. We thank you for your support throughout the year and we hope to remain your investment partner of choice in the new year. Season’s greetings and best wishes for 2019 from all of us at Ashburton Investments.

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    Brexit: All options are on the table

    15 November 2018
    Ashburton Investments

    As divides widen and the ultimate outcome of Brexit remains uncertain Head of Global Equity Research, Robert Lea, looks at where the UK goes from here.

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    US election

    08 November 2016
    Ashburton Investments

    As possibly the most bitter and event-laden election campaign in US history finally draws to a close today, the world will wake up on Wednesday to a new dawn of uncertainty with a Trump victory or more of the same from the Clinton political dynasty.

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    Ask the experts

    07 November 2016
    Ashburton Investments

    The informal panel discussion followed an overview of Ashburton Investments’ overarching approach and growth over the past few years.

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    As we see it…

    07 November 2016
    Ashburton Investments

    Appleton, outlining the reasons for current volatility, noted local issues like the attack on institutions and capital constraints, coupled with low consumer confidence, low levels of fixed investment and the devastating impact of the drought in South Africa.

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    Navigating turbulent times

    07 November 2016
    Ashburton Investments

    Where we find investors in the market, be it Japan, Hong Kong, Singapore, the US or in Canada, not only are their pension funds underfunded but they also have an aging population. So more people are drawing on pension funds, which, in turn, don’t have sufficient money.

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    Brexit and the way forward

    30 June 2016
    Ashburton Investments

    As the dust begins to settle, we analyse Brexit’s impact on our investments and its wider implications.

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    Driverless cars – a bumpy road ahead?

    18 January 2016
    Ashburton Investments

    The Back to the Future film franchise forecast that by October 2015 we would be driving about in flying cars. Sadly that is not the case. Simon Finch and Jonathan Aldrich-Blake explore.

  • Thumbnail Global perspectives
    State of the Chinese nation

    27 October 2015
    Ashburton Investments

    China's economy, demographics, trade, cost of living and foreign relations represented in infographics.

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    Indian markets taking a breather

    08 April 2015
    Ashburton Investments

    In a striking parallel to the market performance post the 2014 election, Indian markets have been somewhat subdued since the budget. The India fixed income markets have tracked sideways over the past month, with coupons compensating for a drift up in yields.

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    India: a Budget for growth

    02 March 2015
    Ashburton Investments

    Expectations for the first full budget from Arun Jaitley, India’s finance minister, were high. We believe he has delivered.

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    When technology meets geology: The competitive advantage of US shale gas

    19 May 2014
    Ashburton Investments

    In the early part of the last decade multinational manufacturing companies started to realise the profitable impact of using relatively cheap Chinese labour in their businesses.

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    April market commentary and performance summary

    19 May 2014
    Ashburton Investments

    Global equity markets edged up in April on the back of generally positive economic data. The local market has recovered from weakness early in March, as a result of a calming of emerging market nerves. We've also seen the rand recovering from recent lows.