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Ninety One reacts to the US election

Ninety One reacts to the US election

  Nazmeera Moola, Chief Sustainability Officer, Thys Louw,  Emerging Market Fixed Income Portfolio Manager, and Archie Hart, Emerging Markets Equity Portfolio Manager, at Ninety One  ...

Trump wins, what now?

  Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth   The initial market response has been for the dollar to rally and US bond yields to rise. Unlike in 2016, this outcome...

How many rate cuts can we expect from the SARB?

How many rate cuts can we expect from the SARB?

  Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers   In September’s monthly note we used an interest rate gap framework to estimate the cyclical trough in...

US Elections: Incredibly Close & Quite Unusual

US Elections: Incredibly Close & Quite Unusual

  Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Clients   With less than a week until Americans head to the polls, the outcome of the presidential race remains...

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