Our youth's perspective on their future in Asset Management

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…

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