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Market Overview - March 2021 06 April 2021 Nico Els and Jarred Sullivan

Global equities climbed steadily in the first half of March but came under pressure from mid-month with several factors weighing on sentiment.

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Global mega cap investing with Ashburton Investments 30 March 2021 Dr James Cooke

Mega cap companies are generally thought of as those whose total value of all shares in issue is above $100 billion.

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Inflation outlook: As at the end of February 2021 26 March 2021 Dr James Cooke

The great inflation debate is on-going, and the truth is that no-one knows for sure what will happen. If there was one economic variable that the Ashburton Investment team would like to know for long term investment it would be the inflation outlook.

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It’s not diversification as usual 26 March 2021 Rudigor Kleyn

Bonds used to be the go-to asset class to diversify portfolios but record low yields, and in some countries negative yields, have forced asset managers to rethink the script and turn to an asset class whose time may have come.

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South African credit markets – Will COVID-19 continue to influence spreads? 11 March 2021 Corneleo Keevy

The South African listed credit market experienced a challenging year in 2020. In this note we aim to contextualise the issuance levels relative to prior periods and look to provide some insights on supply/demand dynamics in the credit sector.

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Vaccines: need, speed and greed 03 March 2021 James Cooke

Efforts to stem the spread have resulted in underlying economic hardships across the world. To prevent the collapse of multiple businesses across sectors, central banks embarked on aggressive monetary expansion last year.