SA Investment Strategy | Monthly wrap: August 2019
From an SA asset-allocation perspective, SA bonds (ALBI +1.0%) outperformed cash (STEFI +0.6%) and equities (Capped SWIX TR -2.7%) in Aug '19. In dollars, MSCI SA (-9.1%) continued to underperform MSCI EM (-5.1%) in August led by a weak ZAR (-5.6% in August), the third worst performing EM FX. SA equities saw outflows of $5.5bn YTD (-$1.6bn in August), while SA bonds saw outflows of $2.3bn YTD (-$1.2bn outflows in August).
Avior is a globally recognised capital markets research and trading firm, with the broadest research coverage within the region, with 100+ SA and 20+ SSA companies under coverage. Avior services clients from offices in London, Cape Town and Johannesburg.
Our research quality is consistently recognised in local and global surveys, with 18 analysts currently rated in their respective sectors (FM 2017). Value add through in-depth, innovative, high quality and consistent research with comprehensive underlying fundamental modelling supported by regular analyst and roadshow interactions.
Avior has proven that by working closely with our clients we can mutually develop dominant positions in certain sectors, going from strength to strength. Avior has a dedicated ESG team, having been ranked #1 in Corporate Governance research since 2008.
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