The US dollar has produced some of its strongest performance this year against a basket of other currencies while most asset classes have fallen deeply into the red. When a crisis hits, investors tend to respond by putting their money in a safer place – and this year’s perfect storm of events h.
When it comes to ESG reporting, only about 8% of South African CEOs have invested money towards adopting a more transparent approach, according to the KPMG 2022 CEO Outlook Survey released this week.
Companies listed on the JSE that ignore the developments in ESG and impact investing will fall behind in a competitive environment where meeting sustainability requirements has become a ticket to the game for investors.
Many investors were left feeling uneasy as the first quarter of 2022 ended. US inflation remained a hot topic, and the general sentiment around the economy's robustness was uncertain. Many concerns were centred on whether the economic environment was suitable enough to withstand the US Federal.
Peter Lynch once said, “the real key to making money in stocks is not to get scared out of them”. Since Russia declared war on Ukraine, we’ve seen a strong reaction from the market that may prove to be an overreaction. As humans we are intrigued by media headlines and tend to respond emot.