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SA fixed income quarterly insights 17 December 2020 Michael Grobler

Market internals show no evidence of Investor preoccupation with the fraught United States (US) election nor its associated legal battles disputing the free and fairness of the elections held in early November 2020.

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Chaos and clarity 02 December 2020 Albert Botha

The calm before the storm. The eye of the hurricane.

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Listed and commercial property: where to from here? 01 December 2020 Patrice Rassou

The South African listed property sector has been the worst performing asset class on the Johannesburg Stock Exchange (JSE) this year, so where to from here for listed and unlisted property?

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The rise of zombie companies is bad for economic growth 20 November 2020 Albert Botha

A growing number of zombie companies – that are neither flourishing nor dead - as a result of low interest rates, spells bad news for economic growth and productivity.

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These stocks are very well placed to benefit from post COVID-19 secular trends 20 November 2020 James Cooke

We have identified three major secular trends catalysed by the Coronavirus (COVID-19) - and have invested in the stocks that are expect to most benefit in the Ashburton Global Leaders Equity Fund. The fund invests in a concentrated portfolio of the world’s most prominent mega-cap companies.

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Enabling infrastructure investment – a focal point for South Africa’s depressed economy 16 November 2020 Santhuri Thaver

As we face a significantly depressed economic outlook with the urgent need to revitalise our economy and create jobs, infrastructure investment once again becomes a focal point to stimulate economic growth.