Granate Asset Management

If you only consider bad outcomes, you can't make rational investment decisions. In SA, this means working hard to counterbalance streams of depressing news flow. Here are some of the positives we’re including in our decision making: bit.ly/2WjZvVv

If Granate could be a rock band, we would want to be the Foo Fighters. We acknowledge that likening an asset manager to a rock band is a giant leap, but bear with us as we slip into a deluded fantasy... granate.co.za/wp-content/upl…

Amid current market volatility, medium and longer-dated RSA government bonds are offering attractive opportunities for above-inflation returns. Bronwyn Blood, an investment analyst and fund manager in our team, explains more in a recent Fin24 article: fin24.com/Finweek/Invest…

It’s been a tough two weeks for SA as we’ve adjusted to life under lockdown. Investors have also dealt with extreme market volatility. Here's how we've responded: linkedin.com/feed/update/ur…

No matter how big or small you are, you can make a difference in this time. See how we have given back during COVID-19: linkedin.com/feed/update/ur… #COVID19SouthAfrica #community

Our thoughts below on the #CoronaCrisis #investing #COVID19 #community

SA has slipped into its second recession in two years and, along with markets globally, is reeling from the potential impact of the COVID-19 coronavirus. But Granate Asset Management believes long-term investors have reason to cheer: bit.ly/3cRmMof via @FAnews_Online

We are going to be hiring over the next few months.! Investment analyst, quant and operations / finance / client servicing. If you’re planning to graduate this year, have recently graduated or if you have 0-3 years’ experience, please reach out to us on info@granate.co.za

We are pleased to inform our clients and other stakeholders of imminent business developments that are set to drive and accelerate our growth as we enter the next important phase of our lifecycle! granate.co.za/wp-content/upl…

Want a summary of May's volatile financial markets? Link to our Monthly Market and Economic commentary here: granate.co.za/wp-content/upl…

Jonathan Myerson on @BusinessDayTV - how local bond markets are being impacted by the US Fed, SA's economic numbers, Eskom and the sovereign's fiscal situation, as well as our view on Moodys' upcoming announcement. youtube.com/watch?v=IGfBHa…

moneyweb.co.za/investing/why-… @Moneyweb The yield on 10-year government bonds was above 9% for most of 2018, and is still near that level. This is extremely attractive, at around 5% above inflation. An unchanged Repo rate is now being priced in.

With numerous accolades under his belt, including a feature in Time magazine’s list of 100 most influential people, Niall Ferguson concludes our #RMBGMSeminar by asking what comes after populism, especially in the age of Trump and Brexit.

The NY Fed probability of recession is at a 11- year high. David Rosenberg @EconguyRosie @RMB_GM #RMBGMSeminar

The bubble we are in now is a corporate one – watch the corporate debt-to-GDP. David Rosenberg @EconguyRosie @RMB_GM #RMBGMSeminar

Corporate balance sheets are NOT in good shape. Is a recession on the rise? @RMB_GM #RMBGMSeminar

Is China changing the rules of the global market? Globalization is not what we think! @RMB_GM #RMBGMSeminar

Link to our Feb Market Commentary: granate.co.za/wp-content/upl… Local markets had a strong month in line with growing global risk appetite. Inflation continued to trend lower and is now close to its cyclical low while growth is positive but slow. #assetmanagement

Is a credit downgrade inevitable for South Africa? Our Head of Fixed Interest @jmgolani shares his thoughts @Moneyweb moneyweb.co.za/news/economy/i…

Happy 2019! Link to our Monthly Market December 2018 commentary - granate.co.za/wp-content/upl… 2019 inflation outlook is relatively benign, but administered price will rise while economic growth will remain constrained by low confidence. What do you all think?