Market movements since Donald Trump’s inauguration are drawing comparisons with the 2018/19 trade war. With a 10% loss already, another 10% dip could be on the horizon if the economic fallout worsens.
With the risk premium of bonds relative to equities at a 20-year low, US bonds – particularly medium-term ones – are regaining their relevance in diversified investment portfolios.
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
While bullish sentiment towards equities cools, local assets remain a top pick for 2025, with gold and bonds gaining favour, BofA survey finds.
Donald Trump’s tariff threats shook global markets in 2018 and 2019, leaving investors grappling with volatility and uncertainty. Here are the lessons for investors as an unpredictable economic climate looms.
The stronger rand has shifted the focus back to domestic equities and property. Managers leaning into local value and shedding expensive offshore assets are reaping the rewards of this pivot.
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.
Allan Gray advises against reactive investing, noting that equities, despite their risks, have historically been the best-performing asset class.
The latest Long-term Perspectives publication highlights why it is necessary to invest in assets that can deliver inflation-beating returns over the long run.
Tectonic shifts in demographics will change the way we think about retirement planning. Structured products can play a key role in navigating these changes.
Old Mutual weighs in on how the Budget is likely to affect the country’s credit rating, economic growth, and the capital markets.
Fund managers believe the economy and inflation are heading in the right direction, according to a Bank of America survey.
Global tech shares and broad equity indexes have entered the high-risk and most dangerous stage of the market rally, says Ryk de Klerk.
The relationship between the percentage of US banks tightening or reducing their lending criteria and momentum in world stock markets.
An analysis of whether the trading strategy of selling in May and buying back later in the year succeeds.
How your wealth would have changed over the past 20 years if you had implemented various strategies
Market volatility has resulted in assets under management (AUM) by the collective investment schemes (CIS) industry dropping below the R3 trillion threshold reached in the fourth quarter of last year. Assets under management […]
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