Investments / General

Making sense of investment cycles

Equity markets have been under considerable selling pressure in 2022, as investors anticipate that stubbornly high inflation will cause central banks to raise short-term interest rates multiple times this year.

Knowing and not knowing

The chaotic world we live in today is to an extent a product of the American invasion of Iraq in 2003 and its disastrous aftermath. One of its architects was Donald Rumsfeld, who served two terms as secretary of defence, being both the youngest and oldest person to do so.

Retirement investments are losing value due to bad behaviour

Opportunities for local fixed income investors remain attractive, despite the global bond rout

Risk assets have had a difficult year to date as financial conditions have begun to tighten. The US Federal Reserve (the Fed) has started reducing its $8.9 trillion balance sheet and has increased rates by 1.5% since March 2022.