FFM podcast ep23: Dinner table reputations; Recession concerns; Pick n Pay; Implats
Market insights: rising bond yields, heightened recession concerns, and strategic investment strategies unveiled.
Market insights: rising bond yields, heightened recession concerns, and strategic investment strategies unveiled.
Westbrooke Alternative Asset Management’s UK-secured debt fund raises GBP15 million, attracting strong interest from South African investors.
2023 off to a good start for global financial markets after detecting the move past peak inflation, bond yields and central bank hawkishness.
David Bacher provides the February Corion Report – unpacking the paddling of resource shares and warns the worst may not yet be over.
Andrew Vintcent of ClucasGray speaks to Alec Hogg on South Africa’s investability, bond yields, worthy stocks and more.
The collective central-banking pivot from stimulus to tightening is placing strains on governments and economies around the world. Resurgent Treasury yields have also helped fuel dollar strength, driving currencies such as the yen to levels unseen against the greenback in over 30 years.Â
Africa’s sovereign bonds – all of them rated junk – have been among the biggest beneficiaries of the risk-on mood that’s sweeping global markets.
As speculation swirls about plans to deal with Eskom’s crippling debt load, one group of stakeholders hasn’t been consulted: owners of the company’s R243bn of bonds.
As the rand tumbled and bond yields surged while South Africa’s political drama unfolded, not all investors were running for the exit.
South African investors are familiar with the equity market, but fixed income investments (or bonds) tend to attract less attention.