Investment / Asset Management
The Home of the Brave

The Home of the Brave

  Izak Odendaal, Investment Strategist at Old Mutual Wealth   Yesterday saw the swearing in of Donald Trump as the 47th US president. It is an odd American tradition that the inauguration...

Global real estate is back in vogue

Global real estate is back in vogue

  Tom Walker, Co-Head Global Listed Real Assets at Schroders   In 2024 strong global real estate fundamentals generated positive returns of approximately 5%. While this may seem an obvious...

Beware the Fat Man

Beware the Fat Man

  Simon Fillmore, Chief Investment Officer at Independent Securities   The other day, I walked into a presentation with a client who, upon seeing the title of our discussion, commented,...

Quarterly markets review – Q4 2024

Quarterly markets review – Q4 2024

  Philip Robotham, Head of SA Wealth, Client Group at Schroders   A look back at markets in Q4 when US shares advanced following Donald’s Trump’s victory in the Presidential election, but...

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