Articles tagged as "Debt"
The 2023 Budget: A crisis of credibility in the outer years of the forecast
Thalia Petousis, portfolio manager at Allan Gray, shares her views on the challenges of putting together a credible national budget
Food price inflation: Are we watching “That ‘70s Show”?
Unaffordable food and fuel prices are raising developed market consumer inflation to multi-decade highs, while the Federal Reserve recently announced a...
Are you sitting on savings you could be investing?
The COVID-19 pandemic has affected people's finances in very different ways. While it has highlighted the need for emergency savings as a buffer against toug...
The dangers of printing money
Modern Monetary Theory, or MMT as it is often called, is a new term for an old idea. Its proponents argue that a state which issues fiat money does not have ...
The world after the COVID-19 pandemic
We are witnessing a global economic collapse without precedent in modern times. As investors we must think about what the world will look like when the...
Are you financially resilient?
Most of us know what it means to build resilience in the context of health and wellness: eat healthily, exercise regularly, get enough sleep and manage stres...
Broadened horizons, local learnings
Leonard Krüger and Nick Ndiritu look at how we have tailored our investment philosophy and process to invest in Frontier Africa markets. They discuss lessons...
Spring is here, it’s time to spring clean your finances
The year is flying by, but don’t let it pass without taking stock of your financial decisions, writes Lettie Mzwinila.
Investing in Africa’s debt markets
Patient capital dedicated to Africa’s capital markets is scarce, especially during economic or political downturns. Nick Ndiritu explains how long-term...
Deflation
It seems the world may divide into two distinct camps: the mature economies gripped by deflation and stagnation, and the emerging markets, which continue to...
The triumph of the markets
It is the nature of markets to reward success and eliminate what is unsustainable. During the past year we have seen a dramatic manifestation of this process...
