Insights

A resurgence in Covid-19 cases in large parts of the world is therefore of great concern, not only because of the lives at risk, but also the renewed threat to livelihoods. As investors, our aim is to try to understand how the economy and markets could be impacted.

South Africa’s economic recovery is rightly in the spotlight, and important questions need to be asked not only about how we bounce back from the lockdown-induced contraction, but also how we raise the longer-term growth rate.

Political developments, especially in the US, are front-and-centre for investors at the moment. What can we expect from the next few weeks?