Joe Klopper, Portfolio Manager at Independent Securities The geopolitical landscape in the United States has implications for global markets, and understanding the divergent policies of the...
Investment / Asset Management
What would a Trump presidency mean for the US economy?
George Brown, Senior US Economist at Schroders After weeks of speculation, President Biden announced over the weekend that he would withdraw from this year’s presidential race and...
Spotlight on a fragmenting world: geopolitical shifts and the consequences for investors
Kondi Nkosi, Country Head South Africa at global investment manager Schroders and Azad Zangana, Senior European Economist and Strategist at Schroders What does the shift towards more...
How much can the market pre-empt a SARB rate cut?
Vivienne Taberer, Investment Director at Ninety One The fast view The South African Reserve Bank’s (SARB’s) monetary policy committee (MPC) held rates steady as expected, but better...
A Solution to Take Retirement Savings Beyond South Africa
Ross Beckley, Chief Investment Officer at High Street Asset Management Regulation 28 of the Pension Funds Acti (“Regulation 28”), while designed to manage concentration risk within...
The context and consequences of the MPC’s decision to retain rates
Anthea Gardner, Managing Partner at Cartesian Capital As was widely expected, the South African Reserve Bank’s Monetary Policy Committee (MPC) kept rates on hold yesterday. ...
Macroscope: Gold a key hedge for Trump 2.0
Iain Cunningham, Head of Multi-Asset Growth at Ninety One Fixed income markets have already begun pondering the impact of a Trump presidency with notable US treasury volatility post...
A tale of two inflations
Izak Odendaal, Investment Strategist at Old Mutual Wealth People love complaining about inflation, however, few find it a particularly interesting topic. Like your blood pressure can...
Post-Election Insights: Potential SARB Rate Cuts
Raphi Rootshtain, Senior Lead Portfolio Manager at Sasfin Evaluating the Potential for SARB Rate Cuts Ahead of the Fed There has been much discussion on the timing of upcoming...
Monthly Economic Review for June
Mpho Molopyane, Chief Economist at Alexforbes Locally, the focus remained on politics. The multi-party cabinet places the government of national unity (GNU) on a firmer footing, with...
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