Izak Odendaal, Investment Strategist at Old Mutual Wealth Friday was the 249th anniversary of the US Declaration of Independence, signed on the 4th of July 1776 in Philadelphia. Next...
Investment / Asset Management
The disconnect between geopolitical turmoil and market performance
Charles de Kock, Portfolio Manager at Coronation Fund Managers Viewed from a geopolitical perspective, the second quarter of 2025 was tumultuous. Tension in two major war zones...
What would stagflation mean for equity investors?
Duncan Lamont, CFA, Head of Strategic Research at Schroders Fears are rising that the global economy could be heading in a stagflationary direction – one where economic growth is weak...
Lowering the inflation target has unique benefits for the long end of the curve
Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers Monetary policy uses the policy rate to drive the inflation cycle around a targeted rate. However,...
Investing offshore: Dependent on Great Expectations?
Rob Perrone, Senior Investment Specialist at Orbis Given the stellar rise in the S&P 500 in the past decade, it is understandable that many investors still hold high expectations...
It pays to play by the rules
Nico Katzke, Head of Portfolio Solutions at Satrix* When it comes to investing, consistency is everything, and our Satrix Balanced Index Fund – now celebrating a decade – has been one...
Is our unemployment really only 10%?
Haroon Bhorat Chair: Investment Committee at Sygnia The recent statement by one of the country’s leading bankers that South Africa’s unemployment rate was grossly over-stated as a...
More political drama
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth Out of nowhere, a dense fog has crept over South Africa’s political landscape. Not long after the 10-party government of...
Time for European assets to shine
Alex Holroyd-Jones, Multi Asset Portfolio Manager at Ninety One In recent years, European equities have played second fiddle to their American counterparts. Wall Street's megacap...
Rosy-ish US economic outlook could be marred by stalled trade deals and volatility in the Middle East
Sebastian Mullins, Head of Multi-Asset and Fixed Income, Schroders Australia Global growth will likely muddle through this year which makes excessive gains in the global equity market...
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