Alexander BeardFeb 62 min readMacro-economic outlook: 2024 growth likely double that of 2023South Africa’s economic growth outlook for 2024, at 1.0% y/y, is stronger than 2023’s likely 0.5% y/y outcome, with 2024 expected to see...
Alexander BeardAug 25, 20237 min readEconomic Market OverviewGlobally, macroeconomic challenges continued during the month of July. These global challenges include Chinese exports dropping to...
Alexander BeardFeb 22, 20232 min readImplemented Consulting Q4 2022: Can this market continue to rally in the face of a global recession?Interest rates have continued to hike, but the likelihood is that we are nearing the peak in interest rates as inflation has globally...
Alexander BeardOct 24, 20222 min readWhat’s the optimal offshore allocation?Both global and local equity markets ended the month of May with relatively flat returns, subdued by slower global growth prospects and...