Equity Market Commentary by Zahira Osman
Portfolio Manager
Global growth slowed during 2022 predominantly on the back of fiscal and monetary tightening, higher base effects from the post-COVID reopening boost, China’s ongoing COVID-zero restrictions and property slump, and the Russia-Ukraine war...
Money Market Commentary by Bongani Ngwanya
Portfolio Manager
What will domestic interest rates do this year? It’s a question we ask ourselves at the beginning of every year which, of late, doesn’t require much crystal ball gazing or a Sangoma consultation. It has become abundantly clear that the South African Reserve Bank (‘SARB’) is taking notes from the developed markets central banks...
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