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April 22, 2024

Commentaries

Fixed Income Quarterly Commentary Q1 2024

As we closed the last month of what can only be described as a tumultuous quarter and brace ourselves for the rest of the year ahead, the key themes running through my mind are not the endless recession dilemma, or sticky levels of inflation, or the increasingly opaque interest rate cycle. Instead, my concerns for the quarter ahead are more personal: whether peace will finally come to the Middle East, how peaceful our national election in South Africa will be and whether the cost-of-living crises around the world will ameliorate in any meaningful way sooner rather than later.