Last month South Africans were shocked to learn of a 51% quarter-on-quarter gross domestic product (GDP) decline. Whether you cite this number, or use the annualised figure of a 17% decline in GDP between Q2 in 2020 and 2019, the fact remains that South Africa Inc is struggling. Uncertainty remains high and confidence remains low. In the near term, we wait on tenterhooks for...
A sharp fall in the rate of consumer price inflation has defanged what was initially paraded as “aggressive” monetary policy action intended to stimulate the floundering economy. Given a muted inflation outlook, and the depressed economic setting, the question is not...
MSCI All World Index constituents could see a 70% decline in earnings in 2020, while JSE-listed firms are expected to report a 30% decline in earnings. read more
We need to reshape our societies around these mega shifts to ensure we create a more inclusive tomorrow. read more
Though exclusion and inequality are entrenched and endemic, the coronavirus outbreak and lockdowns have laid bare social and economic issues world leaders cannot simply keep papering over. However, the transformation of our unequal societies is just one aspect of the...
It is easy to become pessimistic in the face of the very real challenges. But history teaches us that periods of disruption and uncertainty go hand-in-hand with innovation. read more
CIO Samantha Steyn and Investment Analyst Yanga Nozibele explore the highs and lows of Microsoft and Nestle investors read more
CIO Samantha Steyn talks investing in businesses as opposed to buying stocks as a strategy, citing Microsoft and Nestlé as examples. Cannon Asset Managers · Buy businesses, not stocks
“We have run out of money. We must make hard decisions, now! We are in an exceptionally hard place” - CE Dr Adrian Saville listen up
Finance Minister Tito Mboweni presented National Treasury’s Supplementary Budget to Parliament on Wednesday 24 June. The key takeaway from his speech was urgency: that the decisions taken today will determine whether we take a hard – and probably slow – road to...
Looking back at the impressive track records of global leaders such as Microsoft and Nestlé, it’s tempting to daydream of travelling through time just to get in at the ground floor and share in the spoils of their meteoric rises. But a closer examination of each of...
“This list bears eerie similarity to the features that characterised the Great Depression of the 1930s” - CE Dr Adrian Saville read more
Watch CE Dr Adrian Saville and Signal Risk director Ronak Gopaldas reimagine economic policies and practice in a post-Covid world. https://youtu.be/fLCMZwUL8J8