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    Investment Analyst – FNB Wealth Passionate about investments, Chantal helped launch the FNB Securities in-house research platform and plays an important role within the content generation team at FNB Wealth. She works closely with the FNB Economics and Strategy teams in generating original ideas and communicating these thoughts to clients in a straightforward way. She holds a Bachelor of Science Degree (Mathematics and Economics) and a Bachelor of Commerce Honours Degree (Investment Management) from the University of Johannesburg (UJ). Chantal is awaiting her CFA Charter and is pursuing a Masters degree in Finance, also from UJ.

    Mr Gigaba started his address by referring to the budget as “tough but hopeful” and reading through the detail we are in agreement. Prior to the budget we noted that the focus would likely be mostly on the revenue side, but it is the expenditure side that really surprised the market. Government increased its revenue […]

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    Investment Analyst – FNB Wealth Passionate about investments, Chantal helped launch the FNB Securities in-house research platform and plays an important role within the content generation team at FNB Wealth. She works closely with the FNB Economics and Strategy teams in generating original ideas and communicating these thoughts to clients in a straightforward way. She holds a Bachelor of Science Degree (Mathematics and Economics) and a Bachelor of Commerce Honours Degree (Investment Management) from the University of Johannesburg (UJ). Chantal is awaiting her CFA Charter and is pursuing a Masters degree in Finance, also from UJ.

    The MTBPS painted a very negative picture of the South African fiscus in October last year, and from an investment perspective, we will be very focused on how government plans to make up what is expected to be a significant revenue shortfall. However, the expenditure component will be equally important. Possibilities to increase revenue: Disposing […]

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    Thabiso started her career at Barclays Africa Group in 2009 where she worked as an Actuarial Pricing Analyst developing risk pricing models for short-term insurance products. She joined Stanlib Asset Management in 2013 as a Performance Analyst and joined Ashburton Fund Managers in 2016 as an Investment Analyst. Thabiso holds a Bachelor of Science degree (Mathematics and Economics) and a Bachelor of Commerce Honours degree (Investment Management), both from the University of Johannesburg.

    Among others, the following local companies are set to report results this coming week: Bid Corp (Interim Results): In a November update, management reported that trading for the first quarter was reasonably positive in the core food services business. Currency volatility continued to impact the company’s rand translated results, with a negative constant currency impact […]

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    Thabiso started her career at Barclays Africa Group in 2009 where she worked as an Actuarial Pricing Analyst developing risk pricing models for short-term insurance products. She joined Stanlib Asset Management in 2013 as a Performance Analyst and joined Ashburton Fund Managers in 2016 as an Investment Analyst. Thabiso holds a Bachelor of Science degree (Mathematics and Economics) and a Bachelor of Commerce Honours degree (Investment Management), both from the University of Johannesburg.

    The global reflation trade remained alive and well in the first month of 2018 with the global macro back-drop remaining generally positive. This served to underpin on-going positive momentum for growth assets over the period. Emerging markets (+8.3%) outperformed developed markets (+5.3%) and regionally, North America continued to push higher (+5.5%) and Latin America (+13.2%) […]

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    Thabiso started her career at Barclays Africa Group in 2009 where she worked as an Actuarial Pricing Analyst developing risk pricing models for short-term insurance products. She joined Stanlib Asset Management in 2013 as a Performance Analyst and joined Ashburton Fund Managers in 2016 as an Investment Analyst. Thabiso holds a Bachelor of Science degree (Mathematics and Economics) and a Bachelor of Commerce Honours degree (Investment Management), both from the University of Johannesburg.

    Among others, the following local companies are set to report results this coming week: Vodacom will publish its 3Q18 update next week.  During the 2H18, Group revenue grew 4.6%, with SA revenue (+7.7%) improving on the back of stronger device sales (+13.4%). Glencore PLC is set to release a production report for FY17. From a […]

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