by @Kevin Cousins | Dec 5, 2023 | Economics, Investment / Asset Management
Kevin Cousins, Head of Research at PSG Asset Management The US long bond has long been regarded as the ‘safe haven’ asset for global portfolios. This reputation was earned from nearly 40 years of strongly positive returns when risk assets sold off. We...
by @Iain Cunningham | Dec 5, 2023 | Economics, Investment / Asset Management
Iain Cunningham, Head of Multi-Asset Growth at Ninety One Iain Cunningham, Head of Multi-Asset Growth at Ninety One discusses some of the structural and cyclical aspects of the Chinese economy and why Ninety One currently sees attractive investment...
by @Izak Odendaal | Dec 5, 2023 | Economics, Investment / Asset Management
Izak Odendaal – Old Mutual Wealth Investment Strategist ‘Tis the season. For year-ahead outlooks, that is. It is the time of year when banks, fund managers and the investment commentariat at large gaze into crystal balls and prophesize about the planet’s...
by @Johanna Kyrklund, @Nils Rode and @Andy Howard | Dec 1, 2023 | Economics, Investment / Asset Management
Johanna Kyrklund, Nils Rode and Andy Howard from Schroders Wealth investors globally have been forced to re-evaluate their investment strategies in response to the new economic reality and ongoing inflation and geopolitical uncertainty, Schroders Global...
by @Tina Fong | Nov 30, 2023 | Economics, Investment / Asset Management
Tina Fong, Strategist at Schroders Our research explores the differing relationships between a country’s economy and the earnings growth of its stock market. Ongoing talk of the risk of recessions is prompting questions about the strength of the...
by @Izak Odendaal | Nov 28, 2023 | COVID, Economics, Energy Crisis / Loadshedding, Investment / Asset Management, SARB
Izak Odendaal – Old Mutual Wealth Investment Strategist The great global post-Covid interest rate hiking cycle is ending. Nothing is ever certain, and there are a few notable outliers, but with inflation moving in the right direction in most countries,...
