Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth To say that the last week was wild would be an understatement. We are only 18 days into the second Trump...
Investment / Asset Management
Trump’s on-off tariffs: the potential effects in the US and elsewhere
George Brown, Senior US Economist and David Rees Head of Global Economics at Schroders Global shares fell on Monday 3 February and the dollar rose following news that the US planned to...
Geo-economic confrontation: top risk facing global economy
Sanisha Packirisamy, Chief Economist at Momentum Investments The recent focus on tariffs, particularly in light of United States President Donald Trump's latest tweets regarding Canada...
An update on Trump tariffs
On Saturday, 1 February 2025, President Donald Trump dramatically reshaped the global trade landscape, sending markets worldwide into a tailspin. In one move, he imposed a 25% tariff on...
Turning a corner
Izak Odendaal, Investment Strategist at Old Mutual Wealth South Africa remains a country blighted by poverty and inequality. Sadly, the economic stagnation of the past decade halted...
The Trump trade
Rashaad Tayob, Portfolio Manager at Foord Asset Management Shortly after taking the oath as President, Donald Trump signed a ream of executive orders, wasting no time in taking the...
Rethinking tactical asset allocation – the search for real returns leads to money market funds in 2025
Kyle Coertze, Investment Analyst at Cartesian Capital South Africa begins 2025 with the widest gap between the Repo rate and headline inflation in more than 20 years, currently at...
DeepSeek disruption highlights need for resilient portfolios
Paddy Flood, Portfolio Manager and Global Sector Specialist, Technology; Simon Webber, Head of Global Equities; Johanna Kyrklund, Group Chief Investment Officer; at Schroders Stock...
Credit Chronicle: Divergent dynamics continue in investment-grade markets
Darpan Harar, Multi Asset Credit Portfolio Manager at Ninety One Against the backdrop of rising sovereign bond yields, the fourth quarter was a mixed period for global credit markets....
Official US interest rates estimates too low
Phil Robotham Head of SA Wealth, Client Group at Schroders We’ve long felt the official estimate of where US interest rates may settle in the long term has been too low. ...
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