November 2021 economic review


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Global equity markets ended the month in negative, but due to the sharp fall in the rand, SA investors experienced a positive November.

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Industry report: Fund manager changes Q3 2021


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Please see the Fund Manager Changes industry report that highlights the business and team related changes that occurred during the previous quarter.

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The MTBPS delivered for the markets, with no surprises


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Finance Minister, Enoch Godongwana, delivered his first Medium Term Budget Policy Statement (MTPBS) on 11 November 2021

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Mini-Budget 2021 – preview


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Arthur Kamp provides the background to the MTBPS 2021 and our fiscal challenges. Better debt ratio forecasts don’t preclude consolidation.

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October 2021 economic review


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The inflation debate, fears about another COVID-19 variant and concerns over increased Chinese regulations impacted investor sentiment during October.

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