Izak Odendaal, Investment Strategist at Old Mutual Wealth The eyes of the world were glued on the United States last week, and for once, the Federal Reserve’s policy meeting was...
Investment / Asset Management
2024 US election outcome: implications for investors
Johanna Kyrklund, Group Chief Investment Officer, George Brown, Senior US Economist, James Bilson, Fixed Income Strategist, Lisa Hornby, Head of US Fixed Income, Tom Wilson, Head of Emerging Market...
Investment success isn’t as clear-cut as just following the Fed
Adriaan Pask, CIO at PSG Wealth It’s time to challenge some misguided assumptions about financial markets. One common belief is that South African markets are underperforming compared...
Ninety One reacts to the US election
Nazmeera Moola, Chief Sustainability Officer, Thys Louw, Emerging Market Fixed Income Portfolio Manager, and Archie Hart, Emerging Markets Equity Portfolio Manager, at Ninety One ...
Trump wins, what now?
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth The initial market response has been for the dollar to rally and US bond yields to rise. Unlike in 2016, this outcome...
The value of hedge funds: Navigating uncertainty with strategic investments
Joannie Maass, Senior Technical Investment Specialist at Alexforbes Hedge funds have become an important tool for retirement funds looking to secure their members’ long-term goals...
The stocks and sectors that are outperforming the Magnificent-7 – and why passive investors should be concerned
Duncan Lamont, CFA, Head of Strategic Research at Schroders Several times in 2023, I commented that the Magnificent-7 of Nvidia, Apple, Microsoft, Alphabet (Google), Amazon, Meta...
How the U.S. Election Could Impact Emerging Markets And South Africa.
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....
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...
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