2022 National Budget Highlights Presented with a range of possible choices for the R180 billion revenue overrun in 2021/22, Finance Minister Enoch Godongwana chose to apply as much of that windfall as possible to reducing government debt, demonstrating his determination to [...]
Economic and Market Overview February 2022 Global The start of the year heralded an unpredicted slowdown in economic growth, lingering inflation, and many guesses regarding the pace of interest rate increases around the world. According to the International Monetary Fund’s [...]
Economic and Market Overview January 2022 Global 2021 saw most developed countries emerge out of their pandemic lockdown-related recessions while emerging markets continued to struggle with vaccination roll-outs. The discovery of the Omicron variant of the Covid-19 virus gave investment [...]
Economic and Market Overview Global The last few months of 2021 seem to have ended in a similar fashion to the last two months of 2020 – on the back [...]
Economic and Market Overview Global The 26th United Nations Climate Change Congress of the Parties (COP26) has focused the world’s attention on the initiatives required to slow down global warming. The overarching goal of the conference is to put measures [...]
Economic and market overview Global Well into the second year of the global Covid-19 pandemic, the ferocity and persistence of the virus has surprised most people – experts and the public alike. Asia, a region that seemed to get through [...]
Economic and market overview Global Socio-political news flow was dominated by the United States and allied forces’ chaotic withdrawal from Afghanistan during August. While the move to withdraw was the result of long-dated US policy intentions formed under former President [...]
Economic and market overview Global Continued worries about inflation, the spread of the Delta variant of Covid-19, and rising tensions in the Middle East dominated headlines in July. The International Monetary Fund published an update to their World Economic Outlook [...]
Economic and market overview Global Risk appetite started the month on a positive note with many major equity indices recording all-time highs during the month. Global equity markets remain supported by very accommodative monetary and fiscal policies at a time [...]
Economic and market overview Global Speculation over whether the current state of inflation is transient or not dominated market commentary in recent weeks. In their most recent Multi-Asset Monthly Commentary, Prescient Investment Management analysed the combined impact that the various [...]
