Iain Cunningham, Head of Multi-Asset Growth at Ninety One While markets fixate on the strategic policy pivot in the United States, few are paying attention to what’s unfolding within...
Investment / Asset Management
China: tailwinds persist despite trade turbulence
Brian Arcese, Portfolio Manager at Foord Asset Management The Chinese policy stance has turned meaningfully pro-growth. Since September 2024, the Chinese government has rolled out...
Tides, timing and trading: Lessons from the Prescient Freedom Paddle
Paul Marais, Senior Derivatives Dealer at Prescient Securities There’s something about paddling in the seas off Cape Town that forces you to confront the raw power of nature. The icy...
From the GFC to Trump’s tariffs: What lessons can retirees learn from crises?
Marc Lindley, Product Specialist at Ninety One Generating returns ahead of inflation is crucial for sustainability of income in retirement. However, it is widely accepted that returns...
Altron: rewired for future growth
Mpendulo Ncongwane, Associate Analyst at Camissa Asset Management Following significant restructuring in recent years - moving away from manufacturing and spinning off Bytes Technology...
The deluge and the delusions
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth “If it keeps on raining, levee's going to break If it keeps on raining, the levee's going to break When the levee...
How much has Trump shaken up the equity market?
Nicholas de Clercq, Quantitative Analyst at Prescient Investment Management After initially reacting positively to Trump's election, the US equity market began to shift dramatically in...
Looking through the noise
John Gilchrist, Chief Investment Officer PSG Asset Management Whenever the market drops sharply, you can expect that the investment industry will tell investors to avoid making...
Trump’s tariffs are a game of snakes and ladders; long-term investors must remain calm
Johanna Kyrklund, Group Chief Investment Officer at Schroders We've had a dramatic start to the year - DeepSeek's disruption of the artificial intelligence (AI) narrative, a seismic...
Traversing the Trump tariff tornado
Herman van Papendorp, Head of Asset Allocation at Momentum Investments It would be an understatement to highlight that United States (US) President Trump’s foreign and trade policy...
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