Tag: consumer demand
A first half to forget
June was a brutal month for global equities, capping the worst first half of a year since the launch of the MSCI All Country World Index in 1987. For indices with longer track records, the story is worse. In the case of the US S&P500, the first half performance has not been this bad since 1962.
Bonds are back – here’s why
A record sell-off coupled with a shifting economic backdrop mean opportunities in global fixed income markets have appeared. It has been an extraordinary time for bond markets. As an asset class, fixed income is often seen as equities’ boring cousin, particularly over the past decade of low yields. Recent months, however, have been anything but boring, albeit for the wrong reasons.
Tech-enabled transformation will revive businesses
For those who survived the initial shock of the COVID-19 crisis, the question is: Now what? Since there is no going back to business as usual, it is time for companies to turn the page and concentrate on planning for mid- to long-term priorities.
Factors shaping the future of work for business services companies
Change is everywhere in the business services environment right now, as companies try to establish what the future of work will look like. And in many senses, the old business rulebook has been ripped up and thrown away, bringing so much into question.
REPORT | Supply chain visibility and personalisation key drivers of growth
Chief executives at leading grocery retailer and consumer goods companies see supply chain visibility and personalisation as key drivers of growth, according to a new joint research paper we released together with PwC. The report interviewed 16 leaders from the consumer goods industry and identified what they envisioned for the future.
Naspers posts strong financial performance and progresses on strategy
The Naspers Board is immensely proud of what our people achieved during the past year. They managed the pandemic, delivered powerful revenue growth and lifted profitability. Foundations were laid for future growth. The year ended 31 March 2021 (FY21) was an extraordinary period.
