In conversation with Dr Frans Cronje
Dr Frans Cronje discussed the upcoming elections, the Covid-19 pandemic and corruption all have the power to shape South Africa’s future. Watch the recording here.
May 2021 economic review
Economic activity has been very strong over the month of May, due to the ongoing vaccine rollouts allowing economies to gradually re-open, as well as sizeable fiscal support, particularly in the UK and US.
There’s something about the Rand
Everything from media headlines to coffee shop discussions have been dominated by the Rand’s recent surge against the world’s major currencies, and everyone seems to have an opinion. But what have been the REAL factors behind our currency’s recent rally?
Infrastructure investing: down the river with a paddle
Infrastructure investing has a very direct and positive impact, and the amendments to Regulation 28 are intended to aid our country’s economic recovery.
Webinar Recording – Nomathibana Matshoba unpacks Eskom
Nomathibana Matshoba (co-portfolio manager of Amplify SCI* Strategic Income fund) joins us to unpack if Eskom CEO André de Ruyter has done enough to reform the company to provide much needed support to the SA economy? With winter approaching fast, will Eskom be keeping the lights on or will we have to hold on tight?
Webinar Recording – Saul Miller unpacks current market levels
Saul Miller (co-portfolio manager of Amplify SCI* Wealth Protector fund) joined us to unpack what feels like a more hopeful scenario but where to from here at these market levels?
Industry report: Fund manager changes Q1 2021
Please see the Fund Manager Changes industry report that highlights the business and team related changes that occurred during the previous quarter.
Vaccination phase 2 – what you need to know
As the first phase of vaccinations draws to a close with frontline medical personnel largely vaccinated, the second phase of South Africa’s vaccine rollout is commencing.
The importance of staying invested
No matter what the markets are doing - stay invested. Looking at the data from Sharenet, captured over a five-year period of the top 40 JSE-listed firms, the first thing you notice is the predominant upward trend. Yes, there have been small dips in the growth, but the general direction is positive.