Ever heard of the saying “saving yourself into poverty”? It is usually spoken during discussions when comparing the virtues of saving versus investment. In this follow up article to “The Rise of Inflation”, Benjamin van Wyk, CFA, delves deeper into the Inflation theme and what has transpired since we initially identified it in 2020.

A look back at the Inflation theme we first introduced in November 2020. Benjamin van Wyk, CFA, gives a simple explanation of the rise of inflation and highlights some of the strategies we employed to hedge for its inevitable rise.

Investment management is a dynamic endeavour. The global economy and capital markets are fluid and change is both a certainty and a constant. It is therefore crucial to subject one’s approach to investment management to continuous critical examination to ensure relevance and global best practice.