European companies smashing analysts’ expectations
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.
27four Portfolio Manager wins prestigious Investment Analysts Society of South...
The Investment Analysts Society of South Africa is a liason body for the financial analyst profession in South Africa founded…
Monthly financial markets outlook | August 2021
All major global asset classes ended in the green in July, but the headline numbers do not tell the full story about the market dynamics that led to that outcome. The performance of global equities was very narrow reminiscent of 2020. The S&P 500 which houses the US’s largest companies touched a new all-time high in July supported by above-average earnings deliveries by most of its constituents. European equities were up 1.8% on the back of the reopening momentum as most governments in the bloc ease lockdown restrictions. The fixed income segment was driven by inflation linkers and investment-grade bonds. Global inflation-linked bonds jumped 4%, followed by global investment-grade bonds and US high yields which delivered 1.3% and 0.4% for the month.
27four Style Analysis – Quarterly Note June 2021
In this quarter's style note we have added dividend yield to the current set of styles we analyse on a quarterly...
27four BBGF II backs Vuna Partners, continuing its strategy of supporting...
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.
Closing the Executive Pay Gap in South Africa
In South Africa, for every rand an average worker is paid, the average CEO is paid 180 rands.
Investors look beyond the Fed’s hawkish tilt
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.