Why the Markets Love Trump
In this Moneyweb article Patrick Cairns explores why the financial markets have initially responded well to the Trump presidency and speculates if the rallies are sustainable. Click here to read the article.
Economic Outlook for 2017 – a View
In this 5.39 minute video Kevin Lings, Chief Economist at STANLIB presents their economic outlook for 2017. Click here for the video.
The salient points are:
World growth is expected to improve to 3.5% up from 3.1% (in line with the long term average).
2016 Was an Eventful Year…
The graph below shows the major events in 2016 that influenced the performance of the JSE All Share Index. Click here to view the graph.
Source: Fin24. Samantha Pauwels, Portfolio Manager Cannon Asset Managers.
Taking Stock of the Fourth Quarter, 2016
In South Africa and around the world, this quarter was a financial and political rollercoaster ride…
The SA Reserve Bank left the repo rate unchanged at 7% in November. In total, the SARB has raised interest rates by 200bps since January 2014. Notably, the SARB may be at the peak of its rate hiking cycle. At this stage, rate cuts are not expected in 2017.
Stay Calm
Now is the time to practice the art of simply staying calm…
In a time of great flux and instability, many investors are (naturally) observing markets and the wider economy with anxiety and concern. Indeed, with so much volatility and nay saying, the natural inclination is to disinvest and sit on the sidelines.
What Is the Optimal Offshore Weighting
For South African investors, it is critical to build in exposure to offshore markets. One of the primary reasons for this is that the JSE All Share Index is heavily weighted towards a relatively small number of shares. The key question then becomes: what is the optimal percentage of offshore exposure in a diversified portfolio?
Now Is the Time to Keep a Clear Head…
Shaun le Roux from PSG Asset Management advises investors to keep calm amidst the chaos. (The following is an abridged version of an article from Moneyweb).
For South African investors, the headline news at the moment is almost universally bad. Politically and economically, the country is facing very challenging times.