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International Macroeconomic Themes

On a monthly basis Sasfin’s strategist provides commentary on selected international and domestic themes that we consider in our investment decision-making process.

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We are living in a material (digital) world

By Jonathan Wernick, CFA

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Plot twist: there’s no global recession.

By Paul Donovan

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Interest rates are on the rise

By Jonathan Wernick, CFA

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Play the long game

By Jonathan Wernick, CFA

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Microsoft’s cloud has more than a silver lining.

By Jonathan Wernick, CFA

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A year to forget that will never be forgotten

By Jonathan Wernick

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2020 in a nutshell by Mike Haworth

By Mike Haworth

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And then there was hope

By Jonathan Wernick

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Console wars - Let the games begin!

By Jonathan Wernick

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Global economic outlook with Paul Donovan.

By Paul Donovan

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Fear before the wave hits.

By Jonathan Wernick

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Let’s get ready to rumble!

By Jonathan Wernick, CFA

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Will a positive test burst the “bubble”?

By Jonathan Wernick

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Considering emigrating? Some things to think about

By Andrew Wellsted

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Point of no return? Escalating trade wars.

By Mike Haworth

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Unrealistic tourist potential

By Mike Haworth

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A Glimpse into the future

By Bryan Silke

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Meeting the deadline

By Mike Haworth

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Can South African start-ups offer investors global returns?

By Ian Lessem

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Trade Wars-into the future?

By Mike Haworth

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Has the US peaked?

By Mike Haworth

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