October 5, 2022

Demand and supply. That’s the fuel that powers the economic cycle.

Risks change over time, but so do investors’ perceptions of those risks.

Coronation’s evaluation of the energy plan concludes that loadshedding can reduce dramatically within four years. 

In the absence of a sound understanding of risk, it is likely that investors will be more conservatively invested than they otherwise should be. In the short term it may seem like this is a small trade-off, however it is only over extended horizons that this cost can be fully observed.