NEWS AND EVENTS
Keeping you up-to-date with our latest happenings
A moment of quiet
It has been a strong week for equities as further dovishness from the Federal Reserve helped bolster market sentiment. Investors were relatively unfazed by Fed Chairman Jerome Powell’s further reminders that the pandemic is far from over, or by surprisingly high applications for US state unemployment insurance.
A pause for breath
After rising to their highest point since record lows in 2020 last week, the upward momentum in US treasury yields paused. Despite this pause, Jerome Powell stated that Federal Reserve officials have been monitoring the rise in yields since January but rejected claims that it warranted concerns.
EU resumes use of AstraZeneca vaccine
The US Federal Reserve sharply upgraded their growth expectations for the US economy in 2021 from 4.2% to 6.5% despite cautioning that a full recovery from the impact of the pandemic was distant and would require ultra-easy monetary policy.
IHG: FOCUS ON QUALITY PAYS OFF INVESTMENTS
When share prices plummet as they did in the first quarter of last year, it’s not always easy to make a convincing case for continuing to hold a good-quality, but hard-hit company – especially one in the beleaguered hospitality sector. A year ago, we not only held on to but strengthened our position in Intercontinental Hotels Group (IHG).
TRENDING TOPICS
To keep you informed of trends affecting the financial sector, we have selected the following topics:-
Emergence of New Poles of Growth in the ICT Sector
The outlook for listed property amid COVID-19
The case for unlisted property in a multi-asset portfolio
Are equity markets in a bubble?
PUBLICATIONS
A SPECIAL COVID-19 MESSAGE FROM SANLAM
THERES NEVER BEEN A BETTER TIME TO BE AN INVESTOR
AGAIN & AGAIN | EVAN SOHUN
CRAFTSMANSHIP TAKES MANY FORMS
WEALTHSMITHS
COMMENTARY
We bring you current commentaries to unpack areas of interest in the financial sector.
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