Stuart Lowman

Jul 10, 2023 | linkedin.com | Stuart Lowman

Independent financial analyst Magnus Heystek reflects on South Africa’s deteriorating economic situation, drawing parallels with Ernest Hemingway’s famous quote on financial calamity, suggesting that after years of “Slowly” the country has hit the point of “Suddenly”. Heystek highlights various indicators of the country’s decline, including low GDP growth, credit rating downgrades, currency depreciation, property market collapse, rising interest rates, and poor pension fund performance.

Jul 9, 2023 | linkedin.com | Stuart Lowman

Jul 7, 2023 | linkedin.com | Stuart Lowman

In the studio this week I was joined by Corion Capital’s David Bacher and Anthony Hall. Hall, a portfolio manager at Corion, won the competition for June with a 13.26% return, this against the worst performance of -5.81%. Hall unpacked the strategy that got him to the top of the podium, but how not having Naspers in his picks almost caught up with him in the final week of June. He also stressed the important difference between how the game is played and how he manages portfolios.

Jul 7, 2023 | linkedin.com | Stuart Lowman

MUST READ: Scenario planner Clem Sunter is one of the most popular of BizNews contributors. The prolific author and futurist, who was head of the Gold Division at Anglo American in the company’s glory days, delivered a speech this week where he updated his analysis of the 5 South African and 11 global flags that point the way of the future. He hit the keyboard this morning to share these thoughts – here they are.

Jul 6, 2023 | linkedin.com | Stuart Lowman