Weekly Economic Focus: Medium Term Budget Policy Statement Disappoints.

By Alexander Forbes Investments on Oct 31, 2018 in Market and Economic Commentary

Although the MTBPS was disappointing, it was realistic and showed government’s commitment to stay on course for fiscal prudence to ensure fiscal sustainability.

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Medium-Term Budget Policy Statement: Fiscal Slippage For Three Consecutive Years.

By Alexander Forbes Investments on Oct 25, 2018 in Market and Economic Commentary The news

Compared to the 2018 Budget, the Medium-Term Budget Policy Statement (MTBPS) shows lower economic growth for FY2018/2019, while keeping the growth forecast for FY2019/2020-FY2022 largely unchanged.

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Market Solutions – October: Global Bond Weakness Gathers Steam In September 2018

By Alexander Forbes Investments on Oct 10, 2018 in Market and Economic Commentary

At Alexander Forbes Investments we maintain that the forthcoming financial market cycle won’t look the same as the past cycle where traditional bond and equity asset class returns were abundant.

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Offshore Allocations Mitigate Domestic Growth And Currency Risks.

By Alexander Forbes Investments on Sep 19, 2018 in Market and Economic Commentary

Bottom-line: Portfolios have been positioned to mitigate domestic growth and currency risks. That said, we are more constructive on the currency at cheaper valuations. Opportunities to capitalise on the weaker rand will emerge for our major accumulation portfolios.

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