Events that moved the market Q1 2021

With the world’s largest economy flush with cash, global stock markets shot to new highs. What else happened during the first quarter of 2021?

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March 2021 economic review

In 2020 we observed an incredible triumph of the human spirit and scientific evolution. A key determinant of 2021 will be the evolution from efficacy to effectiveness.

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Asset Manager Report │How SA managers are positioned post-Budget 2021

The following report is based on a survey post the 2021 South African Budget announcement. Its aim is to give us, and you, greater insight into some of the thought processes that drive managers’ investment decisions and it enables us to better understand and interpret managers’ performance and positioning.

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Rebuilding after the storm: a webinar with Ninety One’s Jeremey Gardiner

Octagon Financial's Menachem Kay and Ninety One’s Jeremy Gardiner look ahead to what 2021 might hold for both South Africa and the rest of the world.

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Regulation 28 amendments

The National Treasury recently released draft amendments to Regulation 28 of the Pension Funds Act. The main aim of these intended amendments is to make it easier for retirement funds to invest in infrastructure, given the current low economic growth environment.

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February 2021 economic review

During the month the optimism over COVID-19 vaccinations overshadowed fears that a stronger-than-expected economic rebound could change the monetary policy trajectory. February was, however, another reminder of how swiftly things can change in financial markets, and the scale and velocity of the rise in bond yields were painful for many market participants.

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The country’s finances remain in the balance

Although markets reacted positively to finance minister Mboweni’s Budget Speech last month, the country’s finances remain precariously balanced as we wait and watch for the implementation of the policies and achievement of the goals set.

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Budget 2021: key points for investors

We’ve reached the point where South Africa is among the most heavily taxed countries in the world.

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Industry report: Fund manager changes Q4 2020

Please see the Fund Manager Changes industry report that highlights the business and team related changes that occurred during the previous quarter.

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The right intent and strategy, but it’s a battle to stabilise debt

Treasury shows the right intent and strategy but the debt ratio continues to rise.

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