Do We Need to Have a View on Every Political Scenario?

Do We Need to Have a View on Every Political Scenario?

A global and regional view from the perspective of our Cape Town office. The potential effects of global and domestic central bank policies, politics, geopolitical risks in our investment portfolios and on domestic currencies are not just the talk around dinner tables (or braais in South Africa), but also in our weekly MitonOptimal Group investment

Q2, 2017 – Asset Allocation Report – South Africa

Q2, 2017 – Asset Allocation Report – South Africa

Be optimistic about owning international stocks facing the global consumer! The global growth scenario is improving by the day. The Eurozone economy continues to improve as industrial production and PMI numbers improved in May and June. Consumer confidence also improved and retail sales continue to grow positively as demand for credit continues to pick up

Quarterly South African Market Report – Q1, 2017

Quarterly South African Market Report – Q1, 2017

Roeloff Horne’s – Director & Head of South African Portfolio Management – quarterly market report for portfolio clients and subscribers to our regular updates. “Where we had Central Bankers saving an illiquid market during the credit crisis, by introducing quantitative easing and driving interest rates lower, we now have global and local political events influencing

“Evil prospers when good men do nothing.”

“Evil prospers when good men do nothing.”

South African Market Comments Last night’s late and sinister announcement by the State President in his cabinet re-shuffle has shaken the country for several reasons: At least half of his inner cabal warned him not to fire the Minister of Finance. His political alliance partners warned him not to do it. Business leaders warned him

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