Joe Klopper, Portfolio Manager at Independent Securities As the 2024 U.S. presidential election approaches, Donald Trump’s and Kamala Harris's opposing policies will impact the U.S....
Investment / Asset Management
Avoiding fiscal fireworks
Izak Odendaal, Investment Strategist at Old Mutual Wealth Most people cannot imagine anything more boring than fiscal policy. They are not necessarily misguided. It is usually good...
How many rate cuts can we expect from the SARB?
Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers In September’s monthly note we used an interest rate gap framework to estimate the cyclical trough in...
What is behind the slow expansion of passive investments in South Africa?
Eugene Botha, Head: Research Hive at Momentum Investments Passive investing is a popular option for global investors, but this is not evident in South Africa. Historically, the...
US Elections: Incredibly Close & Quite Unusual
Andrew Dittberner, Chief Investment Officer at Old Mutual Wealth Private Clients With less than a week until Americans head to the polls, the outcome of the presidential race remains...
Co-Head of Investments at Sygnia comments on the upcoming US elections
Kyle Hulett, Co-Head of Investments at Sygnia Sygnia's Co-Head of Investments, Kyle Hulett, writes: “The upcoming US presidential election is generating significant uncertainty, but...
Global gold demand reaches a record high value of over US$100 billion
Louise Street, Senior Markets Analyst at the World Gold Council The World Gold Council’s Q3 2024 Gold Demand Trends report reveals that total gold demand[1] increased 5% year-on-year...
Medium-term budget review
Sanisha Packirisamy, Economist at Momentum Investments Fixed income and currency markets reacted negatively to the announcement that government’s main budget deficit ratio was revised...
Demystifying the rules of the electoral game
Leonard Krüger, Portfolio Manager at M&G Investments Looking beyond the headlines to understand election outcomes in 2024 Nuances in the electoral systems of different...
US economist says short term market volatility is a given post elections
Dr Larry Hatheway, Chief Economist and Co-founder of Jackson Hole Economics Despite the hype around the widely-publicised build-up to the US election, numerous analysts and...
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