The China bazooka stimulus: risk assets melt up?
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
Momentum Investments’ Market and Economic Outlook – January 2024 highlights worldwide elections, geopolitical tensions, and South Africa’s challenges.
Schroders’ chief economist and strategist, Keith Wade, identifies three dominant themes over the past 35 years and discusses how he expects them to continue shaping the global economy and markets in the decades ahead.
PSG chief investment officer Adriaan Pask analyses the potential shift in global currency dynamics post the BRICS Summit.
The war in Ukraine is having a significant effect on inflation and activity in the world economy as commodity prices have soared and supply chains have been disrupted. Inflation in the G7 was […]
The response to climate change, inflation, post-pandemic growth and China’s market interventions are among investment managers’ top concerns this year, according to Sanlam Investments. Sanlam Investments’ portfolio managers believe active managers will focus […]
Mark Mobius, founder of Mobius Capital Partners and former chairperson of Templeton Emerging Markets Group, is widely credited with having established emerging markets as an asset class. Mobius had virtual “fire-side chat” with […]