Aadil Omar, Head of Equity Research at M&G Investments When we think about breakout success, we often envision a phenomenon characterised by sudden and rapid changes - a rocket...
Investment / Asset Management
Trump policies may cause an initial global and US economic downturn
Maarten Ackerman, Chief Economist, and George Herman, Chief Investment Officer, at Citadel When Donald Trump steps into the Oval Office on the 20th of January 2025, and starts...
100 days of GNU, 200 days without loadshedding – can investor optimism last?
Linda Eedes, Investment Executive, and Wim Murray, Portfolio Manager at Foord Asset Management As South Africa settles into the final quarter of 2024, the local equity market continues...
Trumponomics 2.0
Izak Odendaal, Investment Strategist at Old Mutual Wealth The eyes of the world were glued on the United States last week, and for once, the Federal Reserve’s policy meeting was...
2024 US election outcome: implications for investors
Johanna Kyrklund, Group Chief Investment Officer, George Brown, Senior US Economist, James Bilson, Fixed Income Strategist, Lisa Hornby, Head of US Fixed Income, Tom Wilson, Head of Emerging Market...
Investment success isn’t as clear-cut as just following the Fed
Adriaan Pask, CIO at PSG Wealth It’s time to challenge some misguided assumptions about financial markets. One common belief is that South African markets are underperforming compared...
Ninety One reacts to the US election
Nazmeera Moola, Chief Sustainability Officer, Thys Louw, Emerging Market Fixed Income Portfolio Manager, and Archie Hart, Emerging Markets Equity Portfolio Manager, at Ninety One ...
Trump wins, what now?
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth The initial market response has been for the dollar to rally and US bond yields to rise. Unlike in 2016, this outcome...
The value of hedge funds: Navigating uncertainty with strategic investments
Joannie Maass, Senior Technical Investment Specialist at Alexforbes Hedge funds have become an important tool for retirement funds looking to secure their members’ long-term goals...
The stocks and sectors that are outperforming the Magnificent-7 – and why passive investors should be concerned
Duncan Lamont, CFA, Head of Strategic Research at Schroders Several times in 2023, I commented that the Magnificent-7 of Nvidia, Apple, Microsoft, Alphabet (Google), Amazon, Meta...
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