The South African Reserve Bank’s Bond Buying Programme In The Secondary Market And Its Implications For Government Bond Yields
24 July 2020
BACKGROUNDLiquidity problems in the bond market are always a cause for concern as this impacts the efficient functioning of the bond market during the process of capital allocation in the economy. Therefor…
BEYOND COVID-19
05 June 2020
What macroeconomic environment are we most likely to inherit post the lockdown and our view across sectorsRead the full article
CORONAVIRUS - A BLACK SWAN EVENT
19 March 2020
WHAT HAS BEEN THE IMPACT TO DATE?From the 20th of February we have witnessed a synchronized sell off across global financial markets and asset classes on the back of fears around the sprea…
South Africa’s Sovereign Credit Rating – Should We Care?
28 January 2020
One of the key event risks for local investors in 2020 is the potential change in South Africa’s sovereign credit
rating from Moody’s. How we find ourselves in a situation where a small caucus of foreign analysts w…
3 Observations that are worth watching in the domestic listed equity space:
22 July 2019
ALUWANI’s domestic equities investment and portfolio construction process is
benchmark cognisant and aims to generate risk-adjusted returns over any client chosen benchmark index
over time. We do not only focus on…
Why the FED has changed its tune
26 March 2019
Our Fixed Income team unpacks their views around the recent FED action.As recent as November 2018 we were comfortably in Policy normalization mode in the U.S. The Federal Reserve Bank (FED) in the U.S. was…
Post Budget Review by Bafana Patrick Mathidi
21 February 2019
The global and domestic growth backdrop and outlook as outlined in his Mid-Term Budget Policy Statement last year October has since deteriorated, including State Owned Enterprises whose financial prospects contin…
