Nishlen Govender, Portfolio Manager at Citadel When financial markets face serious turmoil, even the titans tremble. The past month has been a stark reminder of this truth, as global...
Investment / Asset Management
Capital market assumptions: A new investment reality takes shape
Dan Morgan, Multi-Asset analyst at Ninety One In Ninety One’s first Capital Market Assumptions paper of 2025, Multi-Asset analyst Dan Morgan assesses the long-term expected returns...
Hedge funds and chill: rethinking your portfolio
Wade Witbooi, Managing Director at Amplify Investment Partners Could hedge funds save the day in times of uncertainty? In a volatile market, where global policies can shift overnight...
The trust deficit
Raihan Allie, Fixed Income Portfolio manager at Truffle Asset Management It starts with “US” Once a stalwart for financial markets and an enforcer of law and democracy, recent...
What does the Trump tariff tantrum mean for South Africa?
Haroon Bhorat Chair: Investment Committee at Sygnia On 2 April, US President Donald Trump announced a series of tariff increases the US intended to impose on 60 countries across the...
Markets are adjusting to a major turn in the political consensus
Johanna Kyrklund, Group CIO at Schroders We’ve had a dramatic start to the year – DeepSeek’s disruption of the artificial intelligence (AI) narrative, a seismic shift in defence and...
Economies at a glance – April 2025
Sanisha Packirisamy, Economist at Momentum Investments In the Economies at a glance publication for April 2025, our latest infographic unpacks the far-reaching effects of United States...
Quick Thoughts: Trump’s first 100 days—economic impact and market insights
Stephen Dover, Head of Franklin Templeton Institute I recently interviewed a panel of our senior investment professionals to discuss the implications of President Trump's first 100...
The water crisis – huge hurdles to overcome
Chito Siame, Head: Private Equity, Mergence Investment Managers South Africa’s water crisis is dire. The causes are manifold, but lie largely in historical municipal challenges and...
Is the US shooting itself in the foot? Trump’s tariff deliberation could dampen allure of US market, and what this could mean for investors
Sebastian Mullins, Head of Multi-Asset and Fixed Income investing at Schroders Australia, and Vera German, Emerging Market Fund Manager on the Schroders Global Value Equities team The...
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