Structural Reform: Slow but Steady South Africa has now been in a ‘demographic recession’ for six years because the population grew faster than the economy. […] May 6, 2021Read more
Ascent Adviser | Anyone remember the downgrade? The SA credit downgrade “junk status” was the topic on everyone’s lips for many years, with horror predictions of a […] April 15, 2021Read more
2021 Budget Speech – Is it enough? The budget speech last week Wednesday by Minister Tito Mboweni was one of the shortest for many years. This was […] March 3, 2021Read more
Returns, the good, the bad or the ugly? 2020 was a tough year, and many people struggled financially, emotionally, and socially. In that climate, did the stock market […] February 11, 2021Read more
Ascent Adviser | 2020: Expectations vs Reality A year ago we foresaw the prospect of the local economy recovering, albeit slowly, with Cyril Ramaphosa at the […] December 14, 2020Read more
COVID-19 Scenarios: An update by Clem Sunter In April, 2020 I wrote an article describing four possible scenarios for how the coronavirus pandemic could play out: “Much […] December 3, 2020Read more
Predicting the unpredictable Before the US presidential election, most of the polls predicted a comfortable victory for President-elect Joe Biden. But instead, the […] November 18, 2020Read more
WYSIATI /’VE-SI-HA-TI/ Psychologist Daniel Kahneman was awarded the Nobel for economics for his work on how we make decisions. A common mistake […] November 16, 2020Read more
Your offshore holdings may be higher than you think Pieter Hugo, Chief Client and Distribution officer at Prudential, talks about the “hidden” offshore portion of the local equity market. […] November 10, 2020Read more
Ascent Adviser | How much is too much in one stock? The South African stock market is highly concentrated with a small number of stocks forming the bulk of the […] October 22, 2020Read more
