Mark Appleton Archives

22 Jul 2019

Global stocks: when bad is good

By Janice Roberts

By Mark Appleton, Head of Multi Asset Strategy at Ashburton Investments. Why do risky assets like stocks sometimes respond positively to bad economic news? It feels intuitively wrong. After all, any indications that the global economy is slowing suggests that the pace of earnings growth will ultimately start slowing too. Lower equity earnings growth suggests...

30 Aug 2018

10 years on since Lehman - what is the greatest market risk now?

By Janice Roberts

By Mark Appleton, SA Head of Multi Asset and Strategy at Ashburton Investments. A new paradigm of fear and uncertainty was unleashed on the world with the demise of Lehmans on the 15 September 2008. And while markets have recovered, spectacularly in some cases, a lingering symptom of the crisis could be one of today’s biggest risks...

27 Jun 2018

SA could get to a growth rate of 3.7% or more

By Janice Roberts

“We should put behind us the era of diminishing trust in public institutions and weakened confidence in leaders,” was a key statement to come out of President Ramaphosa’s State of the Nation address earlier this year. Statements such as this show that President Ramaphosa is clearly keenly aware of the issues facing South Africa, and...

20 Dec 2017

'New ANC leadership seems to reflect a compromise'

By Janice Roberts

The new ANC leadership seems to reflect a compromise between the two different factions within the ruling party. This is according to Ashburton Investments.