Ninety One’s Value Fund positions for ‘good outcome’ to the election
The market is pricing for an ANC alliance with the EFF or MK, but Ninety One believes the chances of this happening are low.
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 […]