Focused analysis of the global economic environment.

Analysis from the Sasfin team that ensures we are able to navigate the global investment maze.

Latest

  • Global
  • 07 Oct 2021
  • 6 reading min

Macroeconomic Themes: Euro Zone Inflation and Mid-Term Budget Review

Here’s our October Macroeconomic Themes. On a monthly basis, our strategists identifies themes that we consider in our investment decision making

By Mike Haworth
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  • Global
  • 01 Oct 2021
  • 4 reading min
Artificial Intelligence – It is only the beginning
By Jonathan Wernick
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  • Global
  • 17 Sep 2021
  • 2 reading min
Investment themes: Global Economic Growth
By Mike Haworth
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  • Global
  • 08 Sep 2021
  • 7 reading min
Data’s knight in shining armour
By Flynn Robson
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  • Global
  • 06 Sep 2021
  • 8 reading min
Global Equity Markets – August in review
By Jonathan Wernick
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  • Global
  • 26 Aug 2021
  • 3 reading min
The SEA Dragon
By Jonathan Wernick
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  • Global
  • 18 Aug 2021
  • 8 viewing min
It's all about the game - the changing gaming industry and investing
By Jonathan Wernick
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  • Global
  • 04 Aug 2021
  • 7 reading min
Delta Alpha November Golf Echo Romeo - July 2021 in Review
By Jonathan Wernick
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  • Global
  • 20 Jul 2021
  • 7 reading min
Cryptocurrencies - Part 2
By Mike Haworth
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  • Global
  • 06 Jul 2021
  • 10 reading min
Expected earnings for value stocks grow as growth stocks show value
By Jonathan Wernick
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  • Global
  • 05 Jul 2021
  • 4 reading min
Sasfin Wealth Investment Themes
By Mike Haworth
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  • Global
  • 21 Jun 2021
  • 5 reading min
mRNA - The Software of Life
By Jonathan Wernick, CFA
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  • Global
  • 18 Jun 2021
  • 7 reading min
Nick's Global Newsletter - June 2021
By Nicholas Dakin
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  • Global
  • 04 Jun 2021
  • 7 reading min
Inflation heats up as Bitcoin plummets.
By Jonathan Wernick, CFA
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  • Global
  • 05 May 2021
  • 3 reading min
Decarbonising the world
By Mike Haworth
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  • Global
  • 05 May 2021
  • 7 reading min
Hyperinflation or overhyped? - Global equity markets
By Jonathan Wernick,CFA
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  • Global
  • 30 Apr 2021
  • 5 reading min
The Crown, the Magic Kingdom and an Apple
By Jonathan Wernick
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  • Global
  • 12 Apr 2021
  • 3 reading min
International Macroeconomic Themes
By Mike Haworth
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  • Global
  • 08 Apr 2021
  • 12 reading min
We are living in a material (digital) world
By Jonathan Wernick, CFA
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  • Global
  • 05 Mar 2021
  • 7 reading min
Interest rates are on the rise
By Jonathan Wernick, CFA
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  • Global
  • 19 Feb 2021
  • 4 reading min
Play the long game
By Jonathan Wernick, CFA
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  • Global
  • 27 Jan 2021
  • 3 reading min
Microsoft’s cloud has more than a silver lining.
By Jonathan Wernick, CFA
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  • Global
  • 07 Jan 2021
  • 13 reading min
A year to forget that will never be forgotten
By Jonathan Wernick
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  • Global
  • 18 Dec 2020
  • 10 viewing min
2020 in a nutshell by Mike Haworth
By Mike Haworth
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  • Global
  • 07 Dec 2020
  • 5 reading min
And then there was hope
By Jonathan Wernick
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  • Global
  • 16 Nov 2020
  • 3 reading min
Console wars - Let the games begin!
By Jonathan Wernick
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  • Global
  • 11 Nov 2020
  • 37 listening min
Global economic outlook with Paul Donovan.
By Paul Donovan
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  • Global
  • 04 Nov 2020
  • 7 reading min
Fear before the wave hits.
By Jonathan Wernick
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  • Global
  • 26 Oct 2020
  • 3 reading min
Let’s get ready to rumble!
By Jonathan Wernick, CFA
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  • Global
  • 05 Oct 2020
  • 12 reading min
Will a positive test burst the “bubble”?
By Jonathan Wernick
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  • Global
  • 23 Sep 2020
  • 3 reading min
Considering emigrating? Some things to think about
By Andrew Wellsted
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  • Global
  • 20 Dec 2019
  • 5 reading min
Point of no return? Escalating trade wars.
By Mike Haworth
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  • Global
  • 17 Dec 2019
  • 4 reading min
Unrealistic tourist potential
By Mike Haworth
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  • Global
  • 30 Sep 2019
  • 4 reading min
Meeting the deadline
By Mike Haworth
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  • Global
  • 30 Sep 2019
  • 4 reading min
Meeting the deadline
By Mike Haworth
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  • Global
  • 01 Mar 2019
  • 7 reading min
Trade Wars-into the future?
By Mike Haworth
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  • Global
  • 01 Mar 2019
  • 7 reading min
Trade Wars-into the future?
By Mike Haworth
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  • Global
  • 05 Nov 2018
  • 7 reading min
Has the US peaked?
By Mike Haworth
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  • Global
  • 05 Nov 2018
  • 7 reading min
Has the US peaked?
By Mike Haworth