Investments / Equities

Will your clients’ portfolios survive post Liberation Day?

United States (US) President Donald Trump gave the mainstream media exactly what it wanted when he branded his international tariff announcement ‘Liberation Day’. Within minutes, news feed were awash with hashtag Liberation Day memes featuring Trump’s country-by-country tariff poster or similar, while the public relations teams at asset managers and other financial institutions rushed to ‘stitch’ the phrase into their content plans.

The investment case for impact in private equity

Six good reasons to consider global equities and four advantages of an active approach

Global equities offer multiple benefits, and actively managed strategies can be an effective option to pursue them.

Hunting for honey, and finding it where no one is looking

There continues to be little interest in the frontier universe among global investors. And this is precisely why these markets continue to pique the interest of Allan Gray.