Market & The Economy

The last three years have been stressful for investors, from Covid-19’s initial impact on stock markets to the war in Ukraine, global inflation concerns and a rising interest rate environment. When we watch the value of our portfolio drop it is almost impossible not to worry. In this newsletter we look back at some of the global stock market crashes and depressions that provide some important perspective for the first half of 2022.

In our review meetings we listen carefully to the questions our clients ask. Currently, most meetings end in conversations about the war in Ukraine, and the impact this will have on investments. Over the past few months it has become evident that many have become genuinely fearful about this situation, and the economic repercussions of the war.

This Political Research Note was prepared by JP Landman in his personal capacity. JP is an independent political and economic analyst and the opinions expressed in this article are his own and do not reflect the views of the Nedbank Group. Click here to read the full...

The announcement of South Africa’s best performing funds for 2021 has created an understandable flurry of excitement. With this come wild predictions on how to ride these waves, and reap rewards. But sometimes it’s better to take a deep breath and view these...

US inflation has hit 7% for the first time in nearly 40 years. Inflation is a key indicator dictating decisions around interest rates, which in turn impacts the global cost of capital, money flows and the value of financial assets. So what does it all mean for...