The South African asset management industry is undergoing significant change at present. To ensure that we continue to build on the foundation that we have laid since our founding 8 years ago, Atlantic has embarked on a new phase in our history.
Category: Investment Insights
James Bullard, President of the St. Louis Fed delivered an interesting speech recently in which he formulated answers to 5 pertinent questions.
“Your story is not a picture of life; it lacks the elements of truth. And why? Simply because you run straight on to the end; because you do not analyze.
One of the more difficult things to understand is precisely what is going on in the Chinese economy. How fast are they growing? What are they focussing on? What are their plans?
If you’ve been listening to the Fed-speak over the past few months, then you might be forgiven for thinking that some sort of Financial Apocalypse has been hanging around, like some Cape Flats skollie-gangster, just waiting for you to give the wrong signal, or jus
Having witnessed an intense amount of pressure on Emerging Market (EM) bond, currencies and stocks since August this year, we saw a substantial relief rally in early to mid-October.
As most of our readers will know, the northern and eastern parts of South Africa have been experiencing somewhat of a drought recently. Over and above that, we know that the gods also ordained that in the precise month that the no car walk-around Eco-Mobility Fes
The “40x40x40x40” is an apt measure of the situation affecting many South Africans.
As you know, dear reader, we spend much time thinking, reading and researching the big macro themes that wash over the markets.
It is once again that time. Analysts are looking to the future, seeing dark clouds on the horizon and then many of them realise that few of their colleagues have truly lived through a storm.