CM Views

26 Feb 2019

Market Thoughts: Emerging Markets leading the way in 2019

Market ThoughtsPDF 985KB

15 Jan 2016

Signs of the investor pendulum swinging to overcorrection territory as the financial markets start off to a torrid start in 2016.

Bitter PillPDF 888KB

20 Nov 2015

Our head of fixed income, Abhi Yadav, writes in the November 2015 issue of the African Global Funds monthly about the pan African fixed income market and it’s attraction in the asset allocation of investors in various jurisdictions.

African fixed income articlePDF 593KB

13 Oct 2015

As we all know, the Fed blinked in September from raising rates, citing global disinflationary forces (mostly emanating from China/EM), as holding their hand ba...

With a little help from my friendsPDF 101KB

17 Sep 2015

The central bank for the biggest economy in the world is going to deliberate raising rates this week, with a potential decision coming out ...

Here comes the sunPDF 79KB