Jarred Breen, Research Analyst, Christos Zisis, Research Analyst, and Christopher Brownlee, Head of Research, at High Street Asset Management The Good: Buffett's Bargain Few...
Investment / Asset Management
The shrinking upside in the dollar story
Sahil Mahtani, Head of Macro Research, Ninety One Ninety One has published the latest in its research series examining the strategic implications of shifting macro dynamics for the US...
How asset managers can guard against the impact of the 3 Ps in the current global system
Uma Vijayan, a Portfolio Manager, Vicki Tagg, Head of Indexation, and Kathy Davey, Global Equity Portfolio Manager, at Ashburton Investments Anecdotally, the subjects of patriarchy,...
Rocks, hard places and everything in between
Izak Odendaal, Investment Strategist at Old Mutual Wealth China’s leader Xi Jinping hailed his country’s advanced military capabilities last week as he presided over a massive military...
Are your clients taking enough equity risk, and taking risk in the right places?
Shaun le Roux, Fund Manager at PSG Asset Management The JSE’s strong performance over the past five years has been at odds with general investor expectations With much fanfare,...
US second quarter earnings season: Resilience amid uncertainty
Bianca Botes, Director at Citadel Global United States (US) earnings season is when US companies report on how they have performed in the previous quarters. It gives investors insight...
Investment experts flip the scrip
Nathalie Burrows, Editor at EBnet This year’s CFA Conference in Cape Town blended an excellent agenda of content with great opportunities for connecting with industry friends and...
How emerging markets are rewriting the volatility playbook
Archie Hart and Varun Laijawalla, Emerging market equities portfolio managers, at Ninety One Earlier this year, we highlighted the shift in volatility regime in debt markets –...
US inflation set to rise as tariffs increase the burden on consumers
Kyle Hulett, Co-Head: Investments at Sygnia Markets reached new highs in August, bolstered by easing tensions as US President Trump reduced pressure on Russian President Putin....
Trump vs The Federal Reserve’s independence
Bianca Botes, Director at Citadel Global United States (US) President, Donald Trump's second term has been marked by an aggressive campaign to reshape the US Federal Reserve’s (Fed’s)...
Filter Articles
