December 2017, a watershed period for SA Politics and the economy

December 2017, a watershed period for SA Politics and the economy

S&P Global Ratings cut South Africa’s local currency debt score to junk, while Moody’s Investors Service put South Africa on review until February 2018 to be ranked to the same level, raising the risk of a sell-off from global bond indexes and a possible exodus of approximately ZAR 100 billion from S.A. The immediate impact

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

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