Raihan Allie, Fixed Income Portfolio manager at Truffle Asset Management It starts with “US” Once a stalwart for financial markets and an enforcer of law and democracy, recent...
Investment / Asset Management
What does the Trump tariff tantrum mean for South Africa?
Haroon Bhorat Chair: Investment Committee at Sygnia On 2 April, US President Donald Trump announced a series of tariff increases the US intended to impose on 60 countries across the...
Markets are adjusting to a major turn in the political consensus
Johanna Kyrklund, Group CIO at Schroders We’ve had a dramatic start to the year – DeepSeek’s disruption of the artificial intelligence (AI) narrative, a seismic shift in defence and...
Economies at a glance – April 2025
Sanisha Packirisamy, Economist at Momentum Investments In the Economies at a glance publication for April 2025, our latest infographic unpacks the far-reaching effects of United States...
Quick Thoughts: Trump’s first 100 days—economic impact and market insights
Stephen Dover, Head of Franklin Templeton Institute I recently interviewed a panel of our senior investment professionals to discuss the implications of President Trump's first 100...
The water crisis – huge hurdles to overcome
Chito Siame, Head: Private Equity, Mergence Investment Managers South Africa’s water crisis is dire. The causes are manifold, but lie largely in historical municipal challenges and...
Is the US shooting itself in the foot? Trump’s tariff deliberation could dampen allure of US market, and what this could mean for investors
Sebastian Mullins, Head of Multi-Asset and Fixed Income investing at Schroders Australia, and Vera German, Emerging Market Fund Manager on the Schroders Global Value Equities team The...
Macroscope: Trade shock accelerates China’s strategic pivot
Iain Cunningham, Head of Multi-Asset Growth at Ninety One While markets fixate on the strategic policy pivot in the United States, few are paying attention to what’s unfolding within...
China: tailwinds persist despite trade turbulence
Brian Arcese, Portfolio Manager at Foord Asset Management The Chinese policy stance has turned meaningfully pro-growth. Since September 2024, the Chinese government has rolled out...
Tides, timing and trading: Lessons from the Prescient Freedom Paddle
Paul Marais, Senior Derivatives Dealer at Prescient Securities There’s something about paddling in the seas off Cape Town that forces you to confront the raw power of nature. The icy...
Filter Articles
