Investments / General

A better quarter despite the uncertainty

Is the US Yield Curve Signaling a US Recession?

As we mentioned in a prior article, when spreads between short- and long-term rates narrow, it typically suggests the market believes economic growth is not sustainable and will fall in the future.

Black swans: four events that could take investors by surprise

2018 was a challenging year for investors with US equity and government bond markets both returning less than cash. Two factors were instrumental in delivering this outcome: disappointment with global growth and less cash flowing through the global economy (tighter liquidity).

Does ESG matter in SA and other emerging Markets?