February 2024 Economic Review

Both the UK and Japan moved into a technical recession in Q4 2023 after posting two consecutive quarters of negative economic growth. UK Prime Minister Rushi Sunak is under pressure to find ways to stimulate the UK economy and address the country’s cost of living crisis.

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Hedge Funds 101: Unpacking the essentials for smart investors

The world of finance thrives on complexity, and few corners embody this more than the realm of hedge funds. Yet, for smart investors with the right appetite for risk, these alternative investment vehicles can offer compelling opportunities.

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Monthly Market Highlights – February 2024

SA’s inflation rate accelerated in January for the first time in three months, driven by higher fuel and food prices. It was 5.3% from a year earlier (inflation was 5.1% in December 2023). Britain’s economy slipped into recession in Q2 2023. Japan also unexpectedly found itself in a recession at the end of 2023 and has surrendered its position as the world’s third-largest…

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Unpacking the Budget Speech 2024

Budget 2024 continues to highlight the daunting task of stabilising the government’s debt ratio against the backdrop of slow revenue growth and increasing expenditure demands. Join us in unpacking the Budget Speech 2024.

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Monthly Market Highlights – January 2024

The South African Reserve Bank kept interest rates unchanged for the fourth consecutive meeting of its Monetary Policy Committee, mirroring similar decisions made by the US Federal Reserve, European Central Bank, People’s Bank of China, and the Bank of Japan.

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January 2024 Economic Review

At the start of 2024, the recovery in the global economy continued to be evident, although it was generally uneven across different regions. The International Monetary Fund (IMF) has projected a soft landing, reiterating the lagged effects of monetary policy tightening and a strong disinflation trend.

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Decoding the Political Puzzle with Frans Cronje

Frans Cronje sheds light on the provincial political stats, public opinion on coalition options and stability post the 2024 election, long-term protest trend lines, the historical links between living standards and ANC support, and so much more.

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Graviton Capital Clarity 2024 Asset Manager Survey

We surveyed 20 South African asset managers during January 2024, who represent multiple asset classes, philosophies, and styles. Were the results aligned with current trends?

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The Choice is Yours: Tax Refund, Debt Freedom, or Retirement Planning?

Beyond tax relief, RAs offer tax-free growth, creditor protection, forced savings, and flexibility, making them a versatile and secure option for your retirement planning.

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Events that moved the market 2023

2023 had a massive impact on the global and local markets. It started off with the change made for the Energy Department to oversee Eskom, followed by multiple changes in regulations throughout the year. What other events moved the market in 2023?

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