Economics

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

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.

Today’s high inflation is being compared to the 1970s. However, robust consumer spending, fuelled by pandemic savings, makes for a different set of circumstances.

Long-term investing isn’t easy, and often involves holding your nerve through short-term setbacks. James Budden talks about why it’s important to stay committed to finding and supporting exceptional growth companies.

Despite a shaky start to 2022 for many Asian stock markets, the region continues to offer a diverse selection of attractive companies at reasonable valuations.

New technologies, plummeting costs and our own changing behaviours all promise progress – just don’t expect it to come in a straight line argues Calum Holt.

Like everyone else, we have been watching with dismay as the war in Ukraine unfolds. While in this piece we address some of the economic and investment questions we have been receiving, our hearts are with those who are in harm’s way and who face much more than a financial loss.