Monday, November 18, 2024
Tag:

Interest Rates

SATRIX: Key market themes locally and abroad

There are many sources of risk that might concern investors currently – making the case for diversification as strong today as it ever was. Satrix highlights some of these risks and the opportunities they present.

A record year for private debt

Westbrooke Yield Plus just achieved its strongest annual performance since inception, showing why private debt is becoming an increasingly popular asset class for investors seeking higher yields.

Ghost Stories #7: Growth, Value and Markets (Nico Katzke, Head: Portfolio Solutions at Satrix)

Nico Katzke has an absolute wealth of experience and knowledge, which is why he is the Head of Portfolio Solutions at Satrix. He joined me to talk about, well, almost everything!

TreasuryONE webinar: likelihood of a recession in 2023?

Is the world headed for a recession in 2023? Join yours truly and the team from TreasuryONE in unpacking the data and answering great questions from the attendees of this webinar.

Was Powell right about inflation?

Powell was right about some elements of inflation and its transitory nature. Chris Gilmour unpacks these drivers and what the future holds.

Gradually, and then suddenly?

The September retail sales data is still telling a fairly positive story around the South African consumer. This is a lagging indicator and perhaps that is the key point, as Chris Gilmour explores.

MPC to hike by 75 basis points?

Ahead of the MPC meeting later today and an expected rate hike, Andre Botha of TreasuryONE sets the scene.

Is the world hitting the brakes?

Andre Botha of TreasuryONE and George Glynos of ETM Analytics present their case for why 2023 has a high chance of being a recessionary year.
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