B2B Central

investing

24 Jan 2020

Cautious tilt into cyclical assets

By Janice Roberts

Markets have greeted the new year with optimism. The signing of a limited “Phase 1” deal between the U.S. and China reinforces our expectation for global trade tensions to take a pause in 2020
22 Jan 2020

Markets dismiss Trump impeachment – but monitor China trade relations and Coronavirus

By Janice Roberts

The bullish financial markets are indifferent to the Trump impeachment trial – more concerning is the U.S.-China trade deal and the Coronavirus, says the CEO of one of the world’s largest independent financial services and advisory organisations. The comments from deVere Group chief executive, Nigel Green, come as U.S. President Donald Trump’s historic impeachment trial got...
14 Jan 2020

Larry Fink’s annual letter to CEOs: A fundamental reshaping of finance

By Janice Roberts

Dear CEO, As an asset manager, BlackRock invests on behalf of others, and I am writing to you as an advisor and fiduciary to these clients. The money we manage is not our own. It belongs to people in dozens of countries trying to finance long-term goals like retirement. And we have a deep responsibility...
13 Jan 2020

How motor and household insurance premiums can fund investment

By Janice Roberts

For most consumers, motor and household insurance is the ultimate grudge purchase.  It’s that one thing that you must have because things can and do go wrong unexpectedly – and when they do, the financial implications of an uninsured event can be disastrous.  But if you’re part of the nine out of 10 insured consumers...
09 Jan 2020

Why we like inflation-linked bonds

By Janice Roberts

By BlackRock Investment Institute. We see inflation risks as underappreciated in 2020 – and beyond. Our base case is for modestly higher U.S. inflation this year, with a risk of upside surprises. Drivers include rising wages and energy price volatility in the short term, and deglobalization over time. We like Treasury Inflation Protected Securities (TIPS)...
08 Jan 2020

Markets roil on Iran attack: Investors urged to be cautious and consistent

By Janice Roberts

Investors should remain “cautious and consistent” as Iran retaliates against the U.S. for killing one of its most revered military generals. The message from Nigel Green, founder and CEO of deVere Group, comes as global financial markets roil on the news that an Iranian rocket attacked U.S. forces based in Iraq.   Mr Green comments:...
18 Dec 2019

Five simple insights can make you a better investor in 2020

By Janice Roberts

As one year winds down and a new one begins, our thoughts typically turn to taking a well-deserved break. Traditionally we take stock of the past year, make New Year’s resolutions and start to focus on our goals and ambitions for the next year. Here are a few practical insights that can help you take...
17 Dec 2019

BlackRock: Our top investment calls for 2020

By Janice Roberts

Two dueling forces have shaped asset performance in 2019: the protectionist push and a dovish pivot in monetary policy. The latter won out for risk assets, fueling multiple expansion in equities and helping send bond yields to historic lows. What do we expect in 2020? The three new themes we introduce in our 2020 Global outlook point...
17 Dec 2019

Facing the Unknown

By Janice Roberts

When we make decisions in life, the outcome normally provides direct feedback on the quality of the decision. For example, when choosing one apple over another because of a blemish turns out to be a good decision because the next customer found the worm ! However, in some domains– like the stock market – the...
13 Dec 2019

Investing in 2020: Will SA equities bounce back?

By Janice Roberts

As 2019 draws to a close, it’s tough for investors to have an optimistic view on the economy. Locally, weaker nominal growth has led to another year of disappointment in government revenue collections, while a sovereign downgrade by Moody’s is looking increasingly probable in 2020. While incremental gains on structural reform efforts herald a tepid...
12 Dec 2019

How Section 12J is helping drive SA’s clean energy revolution

By Janice Roberts

By Jeff Miller, CEO of Grovest Corporate Advisory. Stage 6 load-shedding this week has underscored the severe energy crisis that our country is facing right now. This is further compounded by Eskom’s recent announcement that it expects a R20bn loss for its upcoming full-year results, in addition to the fact that it is saddled with...
11 Dec 2019

Infographic: JSE All Share in 2019

By Janice Roberts

By Samantha Steyn, Chief Investment Officer, Cannon Asset Managers. The major events and trends that have shaped the local equity market.