Tag: market timing
What do higher interest rates mean for private equity?
While inflation is moving steadily lower, we believe the secular shifts of deglobalisation, decarbonisation, and demographic change – the "3D Reset" - will keep inflation and interest rates higher for longer. With the added challenge of geopolitical conflicts, many investors are reassessing their private equity allocation. But almost every year since 2008 has involved a crisis for investors in private equity.
An analysis of traffic, transactions & Black Friday dynamics
Black Friday has come and gone, and with the current state of our economy we’ve seen a significant change in consumer behaviour. This years Black Friday has some clearly defined changes such as how consumers chose to make their purchases, the platforms they used to make them as well as how much they chose to spend.
2022 is shaping up to be a year to forget
As capital markets grapple with profound shifts in the macro-economic and geo-political landscapes, for investors, 2022 is turning into a year we’d rather forget. Following relative calm over the South African winter, volatility in bond, equity and currency markets recently returned with a vengeance.
Learning the lessons of a year of COVID-19
A year ago, reality started sinking in that the new coronavirus from Wuhan would not be contained to China. No fewer than 25 countries had confirmed cases, and the first deaths outside China were being reported. On 11 February 2020, the disease caused by the new coronavirus was named COVID-19.
