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Articles tagged as "Interest Rates"

Increasing policy uncertainty

By Sandy McGregor on 20 Jul 2018

With few exceptions, notably India, most countries experienced slower economic growth in the first quarter of 2018. Anecdotal evidence suggests that that the...

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

By Kevin Lings on 18 Jul 2018

South Africa needs to stop looking to government spending as the catalyst for economic growth and should instead foster a more conducive environment for...

Money Market Fund update: Lower yields suggest lower future money market returns

By Mark Dunley-Owen on 26 Apr 2018

It has been good to be invested in money market funds over recent years. The Allan Gray Money Market Fund (the Fund) has returned 7.5% per annum over the las...

Don't let good news headlines thwart your savings plans

By Rob Formby on 06 Apr 2018

Positive sentiment in the country is being fuelled by a change in political leadership, the stronger rand, a higher-than-expected GDP growth rate and a more...

Stable Fund update: Justifying a higher net equity weighting in challenging times

By Leonard Krüger on 03 Nov 2017

Local inflation and interest rates have peaked in the current cycle and South Africa had its first interest rate cut in five years during the quarter. While...

Facing a fiscal crisis

By Sandy McGregor on 13 Oct 2017

The synchronised global economic expansion continues to gain momentum. World trade is growing and increasing demand is putting upward pressure on commodity...

Invest in stocks with dividends, but put stop losses in place

By Todd Buchholz on 01 Sep 2017

It is always a good time to invest, the question is where...

South Africa’s economic outlook deteriorates

By on 18 Apr 2017

Since the Northern Hemisphere summer of 2016, there has been a worldwide economic upturn. This is the first period of synchronous global growth since the...

The winds of change

By Sandy McGregor on 06 Jan 2017

While the election of Donald Trump as the next president of the United States was not expected by investors, it does not seem to have been unwelcome:  both t...

Money Market Fund update: Rising inflation and low growth continue to cause concern

By Gary Elston on 05 Aug 2016

Global yields have fallen after Brexit became a reality when the UK voted to leave the EU. This uncertainty has decreased the expectation that the US Federal...

Uncertainty persists

By Gary Elston on 20 Apr 2016

The increased uncertainty that arose in December of last year has persisted throughout the first quarter of 2016. The current political climate and the threa...

Consumption trends in emerging markets: Opportunities and pitfalls

By Duncan Artus and Tamryn Lamb on 23 Nov 2015

Looking to capitalise on the rise of the emerging market consumer? Beware of the potential pitfalls .

Saving in a rising interest rate environment

By Jeanette Marais on 20 Nov 2015

The South African Reserve bank has announced an interest rate increase from 6% to 6.25% confirming that the country is in a rising interest rate cycle.   Whi...

A simple checklist for domestic asset allocation

By Duncan Artus on 07 Aug 2013

I recently read the fascinating book ‘The Success Equation: Untangling luck in Business, Sports and Investing’1, which explores, how much of one’s success or...

Can the level of interest rates be used to reliably predict investment returns?

By Duncan Artus on 13 Jul 2011

Local and global short-term interest rates are at low levels. This has led to questions about the rationale for holding cash both locally and offshore. We ha...

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