The Investment Perspective, with Ninety One

The day after Thanksgiving has become more than a time to sleep off excesses and patch up family squabbles. ‘Black Friday’ has become a day when discounts are dangled to the delight of consumers, and South Africa has not been spared. To mark it Achumile Mashalaba assesses the JSE retail sector, recent results and trading updates and the potential impact of the two-pot system regime. Hosted on Acast. See acast.com/privacy for more information.

The two-pot retirement regime has revolutionised South Africa’s retirement system. As can be expected with any major change, the industry has raised questions and suggested changes. National Treasury responded accordingly, so Janine Langenhoven clarifies some of the key amendments and the implications for advisors and their clients. Hosted on Acast. See acast.com/privacy for more information.

Bond markets were feeling rather buoyed by falling inflation and an interest-rate cutting cycle that promised many more moves to the downside. Then along came the US Election and a Trump victory. The campaign that promised even lower inflation was greeted by market participants that disagreed. Trump’s potential policies once in office have been interpreted as reflationary and bond yields have been ticking higher. Adam Furlan explains the implications. Hosted on Acast. See acast.com/privacy for more information.

In a feat of remarkable political resurrection, Donald Trump is to be the 47th President of the United States. As results trickled in, US equity futures started rising, presumably assuming that Trump will be a business-friendly president. But can the initial reaction be maintained, and what about other asset classes, particularly bonds? Philip Saunders assesses the implications of this seismic political event. Hosted on Acast. See acast.com/privacy for more information.