Sanisha Packirisamy, Economist at Momentum Investments Top 10 surprises of 2024 1. A hostile environment for incumbent parties In an era where voters often conflate...
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...
US economy and markets: what’s the state of play as Trump takes office?
George Brown, Senior US Economist, David Rees, Senior Emerging Markets Economist, James Bilson, Fixed Income Strategist, Duncan Lamont, Head of Strategic Research, Bob Kaynor, Head of US...
Natural Resources 2025 Outlook: Trade tariffs and geopolitics could sustain gold’s shine in 2025
George Cheveley, Co-Portfolio Manager at Ninety One 2024 was relatively quieter for resource markets compared to the volatility of previous years. Concerns over Chinese growth weighed...
Looking ahead to 2025: Key considerations for SA investors
Sandile Malinga, CIO Multi-Asset at M&G Investments As we look ahead to 2025, South African investors are naturally faced with a rapidly evolving global and domestic investment...
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
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,...
2025 Outlook: Quality earnings are more predictable than the market
Clyde Rossouw, Head of Quality at Ninety One Global equity market performance in 2024 There wasn’t much evidence of the market broadening out in 2024, with the Magnificent Seven...
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...
The Roger Federer mindset – small wins can add up to long-term success
Shelley Hartman, Sales Associate, Morningstar Investment Management Roger Federer’s recent commencement address at Dartmouth University offered a powerful lesson that extends far...
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