Insights category - Markets economy

Markets & economy

As bottom-up stock pickers we are less concerned about the market and economy than factors that make individual shares attractive. However, we acknowledge that we need to bear in mind the context in which we must invest. Here we share our long-term views on the market and economy.   

Articles in "Markets & economy"

Insights categories - Markets and economy

The bonfire of the incumbents

By Thalia Petousis on 09 Jan 2025

Reading time: 6
Insights categories - Markets and economy

Seeking a bridge for South Africa’s troubled waters

By Raine Adams on 01 Oct 2024

Reading time: 16 mins
Insights categories - Markets and economy

Rate-cutting cycle kicks off

By Thalia Petousis on 25 Sep 2024

Reading time: 8 mins
Insights categories - Markets and economy

After four years, South Africa gets repo rate relief

By Thalia Petousis on 20 Sep 2024

Reading time: 3 mins
Insights categories - Markets and economy

How the great election year has shaped financial markets

By Vuyo Mroxiso on 18 Sep 2024

Listening time: 50 mins
Insights categories - Markets and economy

Investment notes from the frontier

By Grant Pitt on 20 May 2024

Listening time: 51 min
Insights categories - Markets and economy

The trillion-dollar endgame

By Thalia Petousis on 02 May 2024

Reading time: 13 mins
Insights categories - Markets and economy

Frontier markets: Innovative industry leaders drive returns

By Varshan Maharaj on 14 Apr 2024

Reading time: 3 mins
Insights categories - Markets and economy

What’s in store for interest rates in 2024?

By Thalia Petousis on 08 Feb 2024

Reading time: 6 mins
Insights categories - Markets and economy

Eskom: Are brighter days ahead?

By Raine Adams on 01 Feb 2024

Reading time: 16 mins
Insights categories - Markets and economy

Is South Africa winning the inflation battle?

By Thandi Skade on 26 Sep 2023

Reading time: 4 mins
Insights categories - Markets and economy

Currency dynamics and returns in emerging and frontier markets

By Rami Hajjar on 31 Jul 2023

Reading time: 16 mins
Insights categories - Markets and economy

The prospects for global growth

By Sandy McGregor on 19 Jul 2023

Reading time: 18 mins
Insights categories - Markets and economy

The new normal: What lies ahead?

By Thalia Petousis on 27 Mar 2023

Listening time: 1 min
Insights categories - Markets and economy

The 2023 Budget: A crisis of credibility in the outer years of the forecast

By Thalia Petousis on 13 Feb 2023

Reading time: 5 mins
Insights categories - Markets and economy

Massive market moves: How will they shape the years ahead?

By Tamryn Lamb on 09 Feb 2023

Listening time: 54 Mins
Insights categories - Markets and economy

Are inflation-beating returns on the horizon for money market investors in 2023?

By Thalia Petousis on 26 Jan 2023

Reading time: 5 mins
Insights categories - Markets and economy

Economic update: A post-pandemic new normal

By Sandy McGregor on 20 Jan 2023

Reading time: 4 mins
Insights categories - Markets and economy

Global growth prospects continue to deteriorate

By Sandy McGregor on 02 Nov 2022

Reading time: 3 mins
Insights categories - Markets and economy

The price of money, the shortage of energy, and the monster of inflation

By Thalia Petousis on 27 Oct 2022

Reading time: 10 mins
Insights categories - Markets and economy

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

Listening time: 1 min
Insights categories - Markets and economy

Whither inflation?

By Sandy McGregor on 28 Jul 2022

Reading time: 21 mins
Insights categories - Markets and economy

On the commodity boom and other South African fables (and foibles)

By Thalia Petousis on 28 Jul 2022

Reading time: 8 mins
Insights categories - Markets and economy

Podcast: Can optimism rise from the inflationary ashes?

By Thalia Petousis on 25 Jul 2022

Listening time: 43 min
Insights categories - Markets and economy

Q&A with Allan Gray and Orbis: Positioning our portfolios for an inflationary environment

By Gladness Rupare on 01 Jul 2022

Viewing time: 40 min
Insights categories - Markets and economy

Food price inflation: Are we watching “That ‘70s Show”?

By Thalia Petousis on 12 May 2022

Reading time: 7 mins
Insights categories - Markets and economy

The transition into the post-pandemic world

By Sandy McGregor on 27 Jan 2022

Reading time: 19 mins
Insights categories - Markets and economy

Economic recovery accompanied by a surge in inflation

By Sandy McGregor on 15 Oct 2021

Reading time: 4 mins
Insights categories - Markets and economy

Lebanon’s financial collapse

By Rami Hajjar on 11 Oct 2021

Reading time: 19 mins
Insights categories - Markets and economy

Africa market bond exposure: Understanding the risks and opportunities

By Londa Nxumalo on 11 Oct 2021

Reading time: 11 mins
Insights categories - Markets and economy

Global recovery underway

By Sandy McGregor on 30 Apr 2021

Reading time: 2 mins
Insights categories - Markets and economy

The state of the economy

By Sandy McGregor and Vuyo Nogantshi on 10 Feb 2021

Viewing time: 62 mins
Insights categories - Markets and economy

America as seen from afar

By Sandy McGregor on 27 Jan 2021

Reading time: 19 mins
Insights categories - Markets and economy

African sovereign debt: Is a reality check looming?

By Mark Dunley-Owen on 26 Jan 2021

Reading time: 3 mins
Insights categories - Markets and economy

African institutional investors

By Tapologo Motshubi on 02 Dec 2020

Viewing time: 84 mins
Insights categories - Markets and economy

African sovereign and corporate listed bonds

By Tapologo Motshubi on 16 Nov 2020

Viewing time: 1 hr 9 mins 2 seconds
Insights categories - Markets and economy

The dangers of printing money

By Sandy McGregor on 16 Oct 2020

Reading time: 14 mins
Insights categories - Markets and economy

Searching for value amid Africa’s disappointing equity returns

By Rory Kutisker-Jacobson on 11 Aug 2020

Reading time: 5 mins
Insights categories - Markets and economy

Unpacking the impact of COVID-19 for Botswana investors

By Tapologo Motshubi on 08 Jul 2020

Reading time: 1 min
Insights categories - Markets and economy

Q&A with Allan Gray and Orbis: Investing beyond COVID-19

By Tamryn Lamb on 26 May 2020

Reading time: 1 min
Insights categories - Markets and economy

The world after the COVID-19 pandemic

By Sandy McGregor on 23 Apr 2020

Reading time: 11 mins
Insights categories - Markets and economy

COVID-19: Is there long-term value in frontier markets?

By Rory Kutisker-Jacobson on 23 Apr 2020

Reading time: 6 mins
Insights categories - Markets and economy

COVID-19: Evaluating market risk versus opportunity

By Duncan Artus on 25 Mar 2020

Viewing time: 1 min
Insights categories - Markets and economy

Making sense of current market conditions

By on 12 Mar 2020

Reading time: 6 mins
Insights categories - Markets and economy

How could a ratings downgrade affect investors?

By Sehrish Khan on 13 Feb 2020

Reading time: 8 mins
Insights categories - Markets and economy

Inflation

By Sandy McGregor on 29 Jan 2020

Reading time: 15 mins
Insights categories - Markets and economy

What lies ahead for Africa’s frontier markets?

By Nick Ndiritu on 20 Jan 2020

Reading time: 5 mins
Insights categories - Markets and economy

An age of anxiety

By Sandy McGregor on 22 Oct 2019

Reading time: 3 mins
Insights categories - Markets and economy

Broadened horizons, local learnings

By Nick Ndiritu and Leonard Krüger on 22 Oct 2019

Reading time: 7 mins
Insights categories - Markets and economy

South African investors need to fall out of love with equities

By Kevin Lings on 30 Jul 2019

Reading time: 6 mins
Insights categories - Markets and economy

Trade wars

By Sandy McGregor on 29 Jul 2019

Reading time: 18 mins
Insights categories - Markets and economy

Global business conditions deteriorate

By Sandy McGregor on 12 Jul 2019

Reading time: 2 mins
Insights categories - Markets and economy

Guarded optimism on new Zimbabwe dollar

By Nick Ndiritu on 03 Jul 2019

Reading time: 5 mins
Insights categories - Markets and economy

Finding value in frontier African markets

By Nick Ndiritu on 29 Apr 2019

Reading time: 12 mins
Insights categories - Markets and economy

Global slowdown continues to take its toll

By Sandy McGregor on 26 Apr 2019

Reading time: 2 mins
Insights categories - Markets and economy

Riding out volatility in African equity markets

By Nick Ndiritu on 04 Feb 2019

Reading time: 4 mins
Insights categories - Markets and economy

South Africa's fiscal dilemma

By Sandy McGregor on 25 Jan 2019

Reading time: 11 mins
Insights categories - Markets and economy

Global economy losing momentum

By Sandy McGregor on 18 Jan 2019

Reading time: 3 mins
Insights categories - Markets and economy

A volatile quarter for emerging market equity and currency markets

By Duncan Artus on 12 Oct 2018

Reading time: 4 mins
Insights categories - Markets and economy

Global growth accelerates but emerging markets under pressure

By Sandy McGregor on 05 Oct 2018

Reading time: 3 mins
Insights categories - Markets and economy

Increasing policy uncertainty

By Sandy McGregor on 20 Jul 2018

Reading time: 3 mins
Insights categories - Markets and economy

SA needs to unlock its 'demographic dividend' by getting the private sector to invest

By Kevin Lings on 18 Jul 2018

Reading time: 5 mins
Insights categories - Markets and economy

Zimbabwe in transition

By Nick Ndiritu on 06 Jul 2018

Reading time: 6 mins
Insights categories - Markets and economy

Approaching a tipping point?

By Sandy McGregor on 30 Jun 2018

Reading time: 11 mins
Insights categories - Markets and economy

Demystifying Africa’s debt markets

By Nick Ndiritu on 15 Feb 2018

Reading time: 4 mins
Insights categories - Markets and economy

Tough times for African equities

By Andrew Lapping on 03 Feb 2017

Reading time: 4 mins
Insights categories - Markets and economy

What is the sweet spot for the oil price?

By Rory Kutisker-Jacobson on 25 Jan 2017

Listening time: 20 mins
Insights categories - Markets and economy

Investing in Africa’s debt markets

By Nick Ndiritu on 30 Sep 2016

Reading time: 8 mins
Insights categories - Markets and economy

Gold: A history of its price

By Sandy McGregor on 30 Jun 2016

Reading time: 11 mins
Insights categories - Markets and economy

Consumption trends in emerging markets: Opportunities and pitfalls

By Duncan Artus and Tamryn Lamb on 23 Nov 2015

Reading time: 4 mins
Insights categories - Markets and economy

The collapse of the oil price and its consequences

By Sandy McGregor on 31 Dec 2014

Reading time: 7 mins
Insights categories - Markets and economy

Understanding the risk of loss in Africa ex-SA

By Andrew Lapping on 30 Jun 2014

Reading time: 9 mins
Insights categories - Markets and economy

The nature of contrarian investing

By Duncan Artus on 31 Dec 2012

Reading time: 7 mins
Insights categories - Markets and economy

China's Malthusian challenge

By Sandy McGregor on 31 Mar 2011

Reading time: 9 mins
Insights categories - Markets and economy

Deflation

By Sandy McGregor on 30 Sep 2010

Reading time: 8 mins
Insights categories - Markets and economy

The triumph of the markets

By Sandy McGregor on 31 Dec 2009

Reading time: 8 mins

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