South African government bonds: cheap now on improving fundamentals
Stanlib Collective Investments
Q2 of 2023 | 1 year ago
A 2022 bond market investor surveying the wreckage of their portfolio has a lot in common with Dorothy, the heroine of The Wizard of Oz. Like her, they have suffered a perfect storm and awoken to find themselves in a strange new country.
South African government bonds: cheap now on improving fundamentals
Stanlib Collective Investments
Q2 of 2023 | 1 year ago
A 2022 bond market investor surveying the wreckage of their portfolio has a lot in common with Dorothy, the heroine of The Wizard of Oz. Like her, they have suffered a perfect storm and awoken to find themselves in a strange new country.