On Saturday, 1 February 2025, President Donald Trump dramatically reshaped the global trade landscape, sending markets worldwide into a tailspin. In one move, he imposed a 25% tariff on...
Investment / Asset Management
Turning a corner
Izak Odendaal, Investment Strategist at Old Mutual Wealth South Africa remains a country blighted by poverty and inequality. Sadly, the economic stagnation of the past decade halted...
The Trump trade
Rashaad Tayob, Portfolio Manager at Foord Asset Management Shortly after taking the oath as President, Donald Trump signed a ream of executive orders, wasting no time in taking the...
Rethinking tactical asset allocation – the search for real returns leads to money market funds in 2025
Kyle Coertze, Investment Analyst at Cartesian Capital South Africa begins 2025 with the widest gap between the Repo rate and headline inflation in more than 20 years, currently at...
DeepSeek disruption highlights need for resilient portfolios
Paddy Flood, Portfolio Manager and Global Sector Specialist, Technology; Simon Webber, Head of Global Equities; Johanna Kyrklund, Group Chief Investment Officer; at Schroders Stock...
Credit Chronicle: Divergent dynamics continue in investment-grade markets
Darpan Harar, Multi Asset Credit Portfolio Manager at Ninety One Against the backdrop of rising sovereign bond yields, the fourth quarter was a mixed period for global credit markets....
Official US interest rates estimates too low
Phil Robotham Head of SA Wealth, Client Group at Schroders We’ve long felt the official estimate of where US interest rates may settle in the long term has been too low. ...
South African equity funds: Reshaping the landscape
Michael Dodd, Senior Fund Analyst at Morningstar Investment Management South Africa Recent changes to the Association for Savings and Investment South Africa (ASISA) Fund...
SARB Poised for 25 basis point rate cut amid low inflation and tariff uncertainty
Johann Els, Chief Economist at Old Mutual Group The South African Reserve Bank’s Monetary Policy Committee (MPC) is expected to implement a 25-basis point interest rate cut in its...
Chinese New Year: Navigating the Year of the Snake
Wenchang Ma, China Equites Portfolio Manager, and Alan Siow, Co-Head of Emerging Market Corporate Debt, at Ninety One Looking back at 2024, Chinese government bonds delivered strong...
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