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Emerging Markets Race Ahead in January – SA among best-performing EM currencies

19 February 2019

Emerging market equities were off to a strong start overall in 2019, rebounding from a 2018 downturn. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, outline what drove market moves in January and why they and the team think confidence in emerging markets should continue to improve.

Predictions 2019 - High Anxiety

18 February 2019

In Mel Brooks’ seminal 1977 Hitchcock parody “High Anxiety”, much of the action revolves around the Psycho-Neurotic Institute for the Very, Very Nervous. Investors may feel the need to book into a similar establishment in 2019. Too many huge decisions need to be called correctly to feel relaxed about the year ahead.

Policy uncertainty, slower growth may present investors with opportunity

23 January 2019

As global politicians, businessmen and academics gather in Davos for this year’s World Economic Forum (WEF), our expectation is that the current uncertainty with respect to global growth will be a hotly debated topic.