Macroeconomic and fixed income research

Our macroeconomic research is focused primarily on South Africa. There are daily, weekly, monthly and quarterly research publications. Our research is distributed via subscriptions both locally and internationally. GlobalSource Partners in New York is our distribution channel for global clients. Domestically, our research is distributed directly to our subscribing clients.

Macroeconomic and fixed income research services focused primarily on South Africa

International Clients (current and recent)

  • Alphadyne Asset Management (New York/London)
  • Amstar (USA)
  • Armor Capital (New York/Switzerland)
  • Bahia Asset Management (Brazil)
  • Brevan Howard (London/Switzerland)
  • Broad Reach Investment Management LLP (London/Switzerland)
  • BWGI (Brazil)
  • Citigroup – SSB (London)
  • Commerzbank (London)
  • Credit Suisse Securities LLC. (USA)
  • Duquesne Capital Management (New York)
  • Eaton Vance (Boston)
  • Fidelity Investments (Boston)
  • Gavea (USA)
  • GMO (Grantham, Mayo, Van Otterloo & Co. LLC.) (Boston)
  • Itau Unibanco Asset Management (Brazil)
  • Kerten (Ireland)
  • Liberty Mutual (Boston)
  • Norges Bank Investment (Norway)
  • North Western Mutual Life (USA)
  • Putnam Investments (Boston)
  • Q Super (Australia)
  • Rokos Capital Management (London)
  • Sands Capital Management (Washington, DC)
  • TD Securities Inc (NY) (London)
  • Union Investments (Frankfurt)
  • Wellington (Boston)

Domestic Clients (current and recent)

  • Sishen Iron Ore Company (Pty) Ltd (2019)
  • Telkom 2019
  • Nedbank Corporate & Investment Banking (2019)
  • ENSafrica (2019)
  • Barclays Africa Group Limited (2018)
  • Anglo Operations (Pty) Ltd (2018)
  • Munich Re of Africa (2017)
  • Old Mutual (2017)
  • Siemens Healthcare (Pty) Ltd (2017)
  • TFT Financial (Pty) Ltd (2017)