During his first term, Donald Trump’s policies spurred a confidence-fuelled boom in US markets. With proposals for deeper tax cuts and renewed trade barriers, he’s aiming for a repeat performance.
The rating upgrade is likely to have profound implications for investment portfolios.
In investing, one key factor is often overlooked: the payback period. Understanding duration can reshape your portfolio strategy and help you manage risk more effectively.
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
In a market facing economic challenges, Altria and BAT have outperformed major indexes. Ryk de Klerk explores the pricing of tobacco shares, risk premiums, and the factors driving their resilience.
Investors should prioritise risk management by regularly re-evaluating their portfolios, rather than chasing high-growth investments driven by market euphoria.
The US economy is giving off mixed signals, and the big question is whether it will slip into a recession or manage a soft landing.
The formation of the GNU sparked a rally in local financial markets. But as storm clouds gather on global equity markets, the long-term outlook remains uncertain.
Rooted in luxury and status, Veblen stocks represent brands where consumers willingly pay a premium, driving profit margins and sustained growth.
The price of gold has risen amid geopolitical tensions and buying by central banks, decoupling from traditional indicators such as TIPS and ETFs.
A comparison of current market behaviour with the pivotal 1994 election period points to the potential for a rally in the rand and financial shares.
An analysis of the consolidated value of Anglo’s mining production compared to its share price indicates that BHP’s valuation is justified.
With economic factors such as inflation and central bank actions looming large, the outlook for technology stocks remains uncertain.
How foreign investors and rating agencies view the outcome of the general election will affect the direction of bond yields and equity prices.
The primary supply of Bitcoin is running dry, and the secondary supply is limited.
The thrust behind the re-rating of growth stocks since 2010 was technological advancements and innovation through research and development.
Ryk de Klerk delves into commodity trends, market divergence, and strategic insights, giving a comprehensive analysis of Anglo-American PLC in the current economic landscape.
