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Will EM be left with a hangover as the Fed drains the punch bowl?

Will EM be left with a hangover as the Fed drains the punch bowl?

21 January 2022
Stock Pick of the Week

Stock Pick of the Week

20 January 2022
2022: a Chinese slowdown, manageable inflation, and cash over bonds

2022: a Chinese slowdown, manageable inflation, and cash over bonds

20 January 2022

Three major asset allocation themes are likely to dominate in 2022: the slowdown in China and its effect on the global economy, the outlook for inflation, and the investment case for bonds versus equities.

Timing your forex trades to beat currency volatility

Timing your forex trades to beat currency volatility

19 January 2022
quick poll
Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer
Outlook 2022: Global oil markets

Outlook 2022: Global oil markets

19 January 2022
Emotion and the energy investment debate – finding a way forward

Emotion and the energy investment debate – finding a way forward

17 January 2022
Outlook 2022: Global credit

Outlook 2022: Global credit

17 January 2022
Stock Pick of the Week

Stock Pick of the Week

13 January 2022
Increasing returns or reducing risk

Increasing returns or reducing risk

13 January 2022
ESG and investment management practices in SA

ESG and investment management practices in SA

12 January 2022
Outlook 2022: Japanese equities

Outlook 2022: Japanese equities

12 January 2022
Know your investment assumptions – are they accurate?

Know your investment assumptions – are they accurate?

12 January 2022