Industry report: Fund manager changes Q2 2021

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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China’s regulatory moves: cause for concern?

Government regulation is often said to be behind the curve, but when regulators catch up to industry trends, the impact can be significant. Regulators in the US, the European Union (EU) and China are all currently looking at ways to change the rules of the game in the internet sector.

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July 2021 economic review

The Monthly Economic Review by Graviton Perspectives. During July 2021, optimism over COVID-19 vaccinations and the reopening of economies was overshadowed by fears of the more contagious Delta variant. Despite this, most nations ended the month on a positive note, including South Africa, surprisingly.

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Gini in a bottle

Gini in a bottle

Much like Aladdin’s fabled genie of the lamp who was bestowed with more power than any other being, we saw the power of inequality first-hand in July.

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June 2021 economic review

The market showed fears over the highly contagious delta variant and global inflation concerns following the announcement from the US Federal Bank.

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Acorn on oak tree

Are we all ‘Chicken Little’ these days?

Although it may only be a small consolation, South Africa is not alone in this. Scenes like we are witnessing in our beloved country have taken place across the globe. South Africa is part of a global story of pent-up anger, frustration and disquiet - albeit with our own, unique drivers and history.

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Winter in the Kruger

Now is the winter of our discontent

Amongst the many news-making stories of June, from the record-numbers of third wave Covid infections, to a slower-than-required vaccine rollout, and the politics that grab headlines every day, there were a number of positive stories and trends that could be pointing to better times ahead.

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Events that moved the market Q2 2021

While local economic output is still down from last year, there were signs of recovery in the second quarter of 2021.

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Lighthouse

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.

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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.

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