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https://www.portfoliometrix.com/pmx-sa-monthly-update-june-2025?ecid=
Three months ago, in May, I wrote about coalitions, the need to strengthen the middle ground in our politics,…
‘The ignorance of geopolitical minds about economics is matched only by the economics profession’s…
Sygnia Law Review The Sygnia Law Review seeks to simplify complex legal matters affecting retirement…
The rand regained some lost ground as the US dollar weakened and risk sentiment stabilised…
https://www.mandg.co.za/insights/articlesreleases/infographic-the-sa-stock-market-is-not-the-sa-economy/
For those who are familiar with our philosophy you’ll recall that our rebalance andoptimisation…
Summary Video (7 mins)
Why is electricity a game-changer? Antonio Gramsci had it right: ‘The crisis consists precisely…
December saw a bit of a retracement of the jubilation from November. Major developed market central banks…
South African (SA) equities outperformed global equities as the rand continued to strengthen in December…
Recording: https://ninetyone.com/en/south-africa/insights/webinar-where-to-from-here-for-sa?role=Financial+advisor&utm_source=pardot&utm_medium=email&utm_content=text-link&utm_campaign=perceptions-versus-reality-webinar#vnGEcyaR3389fxJIlxoe87
Q3 2022 was a quarter of two halves: positive at first for world markets but with falls in the second…
The Rand’s prospects from a global perspective remain relatively unchanged this week, following…
Late on Friday 26 August, the National Electricity Regulator of South Africa (NERSA) put out an innocent-sounding,…
Before we go any further, let’s deal with load-shedding. It will still be with us until the end…
A young friend expressed her dismay about what she had seen and read in the media since the release of…
The world’s three largest economic blocs are rapidly losing momentum. Chinese growth has been stifled…
Steve Jobs famously said that one can only connect the dots backwards. We have been connecting the dots…
Fed hikes rates for the first time since 2018 The US Federal Reserve (Fed) announced its first…
Uncertainty has emerged as the dominant theme of 2022, with Russia's invasion of Ukraine being the…
This coming Saturday marks exactly 76 years since Winston Churchill made his ‘iron curtain’…
Hi All, Many of you will have spent the last several days riveted to the news and sickened to the stomach.…
As far as the economy goes, last week’s State of the Nation address (SONA) dealt primarily with…
http://www.mail-sarasin.com/action/viewemail/?id=2N49174238998P
"Risk free" is the most important concept in financial markets because it's the baseline…
Electricity is the biggest single constraint on the South African economy. It also demoralises citizens…
The biggest vote in the election was the stayaway vote. Some 26 million people were registered, but only…
Pity the Independent Electoral Commission (IEC). They have about 30 days to prepare, print and distribute…
After a week during which both Jacob Zuma’s and Ace Magashule’s criminal trials were postponed…
Global equities fell and new strains of the coronavirus triggered worries about slower growth over the…
Considering what we saw transpire in KwaZulu-Natal and Gauteng earlier this month, it is self-evident…
‘It was the best of times, it was the worst of times…it was the season of light, it was…
President Cyril Ramaphosa may now finally be in a position where he can advance his own agenda. Key to…
I write this in sympathy with my fellow South Africans as we try to comprehend the scale and the intensity…
In the end, it all ended with a whimper...
Cryptocurrencies have been around for over a decade, with the first and most famous one - Bitcoin - launched…
In the corruption update last August, I wrote: ‘One must distinguish between what the state is…
South Africa has now been in a ‘demographic recession’ for six years because the population…
March was a positive month for most equity markets as investors factored in a continuation of global…
South African Equity has continued its good run of form, posting a decent 3.5% return over the month…
It is useful to start with what was expected by many commentators, but then did not actually materialise…
Please click on link - https://ninetyone.com/en/south-africa/how-we-think/insights/an-excellent-budget-as-national-treasury-holds-the-line-on-expenditure
Update on market and economic developments: To 31 January 2021
2020 was a year of unprecedented events that would shape a year like no other...
Market and Economic update December 2020 LITE
Covid-19 Covid-19 naturally stands out as THE development of the year. It dealt South Africa the most…
In this opinion piece, the author, Kingsley Williams, discusses the National Treasury’s decision…
2020Q3 Quarterly Commentary - GLOBAL V3
2020Q3 Quarterly Commentary - SA with MDDs Final
As we head into the last quarter of what can only be described as a challenging 2020, the divergence…
Market and Economic Update - September 2020
Recent media coverage once again has raised concerns about the possible introduction of a policy by government…
A mountain of debt and load-shedding. These are two things at Eskom that concern South Africans most.…
In this first episode of "The Doctor is on the Money" Professor Adrian Saville answers the…
Best that we advise those who know they are implicated in criminal activities during the Zuma years to…
Cyril Ramaphosa has written directly to ANC members, outlining detailed steps the party must take to…
The story: Enoch Godongwana says the ANC is not proposing that pension funds be used to bail out state-owned…
Update on market and economic developments...
There is palpable anger in the land about corruption. The anger is largely focused on what the ANC is…
Markets were broadly buoyed by news of encouraging earnings reports, EU stimulus and successful phase…
July was another positive month for South African Investors from a return perspective. SA equity continued…
(4 of 4) Q2 2020 Review
(3 of 4) GLOBAL FUND COMMENTARY
LOCAL FUND COMMENTARY
(1 of 4) After the tumultuous coronavirus-driven crash of Q1 2020, the second quarter provided just as…
Dear Naviganti Clients Please find link: https://quantumfinancialplanning.sharepoint.com/:x:/g/nfpgeneral/ESNlvdDbLlVEqx8GiPZN-iYBHJBtHMuCESBJCxfKUd47ZQ?e=7a6IvZ to…
In a time of intense contestation on the correct economic policy for South Africa, economists from the…
Globally, markets performed well as economies reopened and economic activity started to pick up. Equity…
Market and Economic update June 2020...
Bucket strategies are an alluring alternative for financial advisers building drawdown portfolios in…
It’s as if South Africa’s downgrade to junk never happened...
GLOBAL UPDATE Markets continued their upward trend during May as a number of developed market countries…