Investors witnessed a sharp correction in major stock indexes after Trump imposed tariffs. An analysis of the S&P 500 PE trendline notes the re-rating potential of growth sectors that have slid into value territory.
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 market is pricing for an ANC alliance with the EFF or MK, but Ninety One believes the chances of this happening are low.
Soaring global equities should be seen in the context of the business cycle.
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
We noted last week, in an article titled The strengthening Rand and investing overseas, that local equities have outstripped global markets by huge margins since April 2020. This view is reaffirmed in an […]
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