Monthly financial markets outlook | May 2022
The painful retrenchment across major asset classes which commenced at the beginning of the year accelerated in April with some segments giving up all their post-Covid gains. Fears of entrenched inflation, tightening financial conditions, the Ukraine war and slowing growth were once again the dominant themes. The Chinese Communist Party’s (CPP) decision to seal off some Chinese provinces with key industrial hubs in its attempt to combat rising Covid-19 infections also sent shivers across the market, with investors worrying about a potential dent on an already fragile global growth outlook. Correlations between risk assets and safe assets remained elevated which means that even a well-balanced portfolio cratered this month.
Showcasing the impact of private equity investing at the SAVCA Conference 2022
27four is a proud sponsor of the upcoming SAVCA Conference 2022. Ahead of the conference, we’ll be sharing a quick snapshot of select investments, which we’ve supported through underlying fund managers, and which is making a real difference communities while generating risk-adjusted commercial returns for investors.
An overview of South Africa’s Green Finance Taxonomy
In 2020, National Treasury published a document entitled “Financing a Sustainable Economy”. This initiative was aimed at encouraging available capital in South Africa to be focused on investment that not only boosted socio-economic development, but also fostered climate-resilient growth.
Quarterly style analysis | March 2022
If COVID over the past 2 years wasn’t enough, the first quarter of 2022 has seen a major European conflict,...COP26 Implications for South Africa
COP26 (the 26th Conference of the Parties to the United Nations Framework Convention on Climate Change) took place in Glasgow, United Kingdom, in November 2021.
All The Pieces Matter
The sentiment that many private markets investors have shared for a long time is one that there is a need...
Sustainable Infrastructure Development Symposium South Africa
The Sustainable Infrastructure Development Symposium - South Africa (SIDS-SA) is the annual flagship event organised by the Investment and Infrastructure...