Sanisha Packirisamy, Chief Economist at Momentum Investments Group Highlights: Global central banks have increased the momentum behind interest rate cuts since the April 2024...
Investment / Asset Management
China takes major steps to bolster economy
Stephen Kam, Head of Product, Asia Pacific at Schroders On the heels of disappointing data that suggested China might be at risk of not meeting its target economic growth of 5% for...
Market Observations: Q3 2024
Alet Fick, Senior Multi-Asset Analyst at M&G Investments Market overview The third quarter of 2024 (Q3) witnessed notable fluctuations in global financial markets, driven by...
South Africa’s carbon intensity worsened in 2023
Lullu Krugel, Sustainability Platform Leader; Matt Muller, Climate and Nature Specialist; Dr Dayalan Govender, People & Organisation Leader at PWC Africa Globally, we find...
Storms and anchors
Izak Odendaal, Investment Strategist at Old Mutual Wealth It is a stormy world out there, literally and figuratively. As Hurricane Milton smashed into the Florida coast, it was a...
Five takeaways on the potential rewards and risks facing global equity investors
Simon Webber, Head of Global Equities, Schroders A soft landing for the US economy remains our central scenario and we expect equity markets to be well-supported in the medium term by...
Considerations when deciding to trade locally or offshore
Wendy Myers, Head of Securities at PSG Wealth Ray Dalio, the Chief Investment Officer of Bridgewater Associates, is quoted as saying “Diversifying well is the most important thing you...
Market Watch: A quarter of change
Charles de Kock, Portfolio Manager at Coronation Fund Managers Positive macro policy shifts The past quarter has been eventful for both global and domestic financial markets,...
Global Oil and gas markets could be severely disrupted as Middle east tensions escalate
Mark Lacey, Head of Thematic Equities at Schroders It is impossible to say whether the terrible conflict in the Middle East will deteriorate further, but recent articles and political...
The Africa value proposition – effective investing through sustainability
Naleni Govender, Managing Director at Enko Capital South Africa, Saad Sheikh, Partner & Co Head Private Debt, and Rachel Cochran, Chief Sustainability Officer at Enko Capital Management...
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