Take advantage of a cycle now favourable to debt rather than equity
Private debt investments with experienced managers has increased significantly in popularity for high-net-worth individuals and others.
Government bonds
🔒 Stocks move in lockstep as Fed’s rate increases show no mercy
Stocks have been trading together because investors are largely focused on macroeconomic news—and conflicting economic data have led them to flip-flop their bets on whether the Fed will maintain its pace of rate increases.
đź”’ Financial Times perspective: Five lessons from Britain’s bad week
Financial journalists know that something has probably gone badly wrong when they have to learn a new acronym. This week it was LDI.
Five easy investing options
Many individuals avoid investing in the stock market or in savings products because they are not familiar with it or do not understand how it works.
Bond investors worry that borrowing R1bn a day won’t be enough to plug SA deficit
SA government bond yields are climbing ahead of this week’s adjusted budget as investors contemplate what could be the widest fiscal deficit since WWI.
🔒 WORLDVIEW: Forget stock markets – bond markets are where it’s at
Stock markets are the Kardashians of the financial world. Like the Kardashians, and unlike bond markets, they bear little relationship to the real world.
đź”’ Scary warning signs from the SA bond market
The bond market has been through a tumultuous period of ups and downs. What does it mean for interest rates, inflation, and ordinary South Africans?
Peter Urbani: Stay invested – here’s why market recovery may be fast, strong
There is heightened uncertainty around the impact that Covid-19 (worsened by the recent Moody’s downgrade on SA government bonds) is currently having on markets and explains the dramatic volatility in markets in recent weeks.
Rand, bond levels signal investor anxiety over #Elections2019
South African assets are signalling increasing investor anxiety about Wednesday’s election, with the fate of the rand and government bonds tied to the extent of the ruling African National Congress’ expected majority and what that implies for policy.
Red flags as bond investors punish SA after mini-budget
In the first scheduled bond auction since Mboweni delivered his fiscal update to lawmakers on October 24, demand dropped 67% from the previous sale to the lowest since March.