Granate Asset Management

Granate Asset Management is a boutique fixed income investment manager, powered by RMI Investment Managers.

[Granate Asset Management @Granate_AM]

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: https://t.co/qcaFtRWdMg

[Granate Asset Management @Granate_AM]

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... https://t.co/6fJMyS99aS

[Granate Asset Management @Granate_AM]

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: https://t.co/EUwlljT9FB

[Granate Asset Management @Granate_AM]

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: https://t.co/2tHRLXXnmd

[Granate Asset Management @Granate_AM]

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: https://t.co/2DNdySyPfh #COVID19SouthAfrica #community

[Granate Asset Management @Granate_AM]

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

[Granate Asset Management @Granate_AM]

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: https://t.co/NHvoPoHnTM via @FAnews_Online

[Granate Asset Management @Granate_AM]

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 [email protected]

[Granate Asset Management @Granate_AM]

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!
https://t.co/xTjnCzg23E

[Granate Asset Management @Granate_AM]

Want a summary of May's volatile financial markets? Link to our Monthly Market and Economic commentary here: https://t.co/dpp1ft4kzw

[Granate Asset Management @Granate_AM]

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. https://t.co/RjnkNtnSL8

[Granate Asset Management @Granate_AM]

https://t.co/VMEsUwORcI @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.

[RMB - Corporate & Investment Banking @RMBCIB]

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.

[N.M @nevmandimika]

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

[N.M @nevmandimika]

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

[Granate Asset Management @Granate_AM]

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

[Granate Asset Management @Granate_AM]

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

[Granate Asset Management @Granate_AM]

Link to our Feb Market Commentary: https://t.co/OrXR7eLnuD 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

[Granate Asset Management @Granate_AM]

Is a credit downgrade inevitable for South Africa? Our Head of Fixed Interest @jmgolani shares his thoughts @Moneyweb https://t.co/jTOCGjHF5m

[Granate Asset Management @Granate_AM]

Happy 2019! Link to our Monthly Market December 2018 commentary - https://t.co/U4oXBsNhUQ
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?