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
South African regulator, the Financial Services Board (FSB), has confirmed that the first phase of the upcoming Retail Distribution Review (RDR) will be introduced on 1 January 2017 – six months after the original deadline. Speaking to International Adviser, Leanne Jackson, a market conduct strategy adviser at the FSB, said the regulator was planning to
Joanne Baynham appeared on the CNBC Africa Money Marketing show, discussing the Investec Managed Fund with Lindsey Williams. [Source: CNBC Africa – Money Manager Show – Lindsey Williams – June 17, 2017]
Global Impact on SA Asset Classes – Asset prices of domestic assets are dominated and influenced by global market events. More than 65% of the JSE ALSI 40 earnings growth is derived from global consumer spending, emphasising the importance of global economic growth to the SA equity market. The correlation between the behaviour of the MSCI World Equity Index and
Oil prices may have rebounded somewhat on Friday as bargain-hunters stepped in after sharp falls earlier in the week, but commodity producers woes continued to mount as Moody’s released a slew of downbeat announcements. In all the firm placed 175 resources companies (120 oil and gas, 55 miners) on review for possible downgrade across a
