Mohamed Ismail, Mergence Head of Fixed Income, provided some comment in the Asset Managers feature in the respected Financial Mail Investors Monthly. Given the inflation risk and the fact that markets are not discounting the possibility that short-term interest rates have room to climb, Ismail believes a bearish stance on SA bonds is bullish.

Delivering alpha Delivering alpha: A strong first year for Mergence’s Quant Equity portfolio
Mergence has launched a second AMC within its Global Quant Equity Portfolio, following excellent one-year performance of the first fund