orangeblock

Investments / General

Explore the Category

Signals Advisers Can’t Ignore in 2025

Signals Advisers Can’t Ignore in 2025

05 May 2025

A downward adjustment to GDP growth forecasts, the potential unravelling of the much-vaunted Government of National Unity (GNU), and ongoing erosion of SA-US relations are red flags for international investors considering investing in South African markets. At least, this is your writer’s conclusion following a recent Bank of America Merrill Lynch (BofA) investor roadshow feedback presentation.

Private markets present opportunities despite US policy uncertainty

Private markets present opportunities despite US policy uncertainty

02 May 2025

Despite current challenges, our outlook for new private markets investments remains optimistic, although we are cognisant of increased risks arising from significant US policy changes and resulting uncertainties affecting growth, inflation and interest rates.

Stay calm, stick to your plans and be open to opportunities

Stay calm, stick to your plans and be open to opportunities

02 May 2025

Falling markets are not new, but that does not stop the sense of panic that grips investors in every rout. So here is some data that can help you keep a cool head amidst the tumult.

How tariffs are driving market volatility

How tariffs are driving market volatility

30 April 2025

President Donald Trump’s so-called Liberation Day tariffs, announced in early April, have once again reminded investors of the fragility of market confidence in the face of policy missteps.

quick poll
Question

If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

Answer
Gold: an alternative to “safe” dollar assets?

Gold: an alternative to “safe” dollar assets?

24 April 2025
Why broker trust matters: South African traders reveal red flags in new survey

Why broker trust matters: South African traders reveal red flags in new survey

24 April 2025
China: Tailwinds persist despite trade turbulence

China: Tailwinds persist despite trade turbulence

24 April 2025
Macroscope: Trade shock accelerates China’s strategic pivot

Macroscope: Trade shock accelerates China’s strategic pivot

23 April 2025
Investment Perspectives – Q1 2025 shows signs of global economic weakness amid trade fragmentation

Investment Perspectives – Q1 2025 shows signs of global economic weakness amid trade fragmentation

22 April 2025
From the GFC to Trump’s tariffs: What lessons can retirees learn from crises?

From the GFC to Trump’s tariffs: What lessons can retirees learn from crises?

16 April 2025
Diversification, (un)correlation and long-term returns: The case for insurance-linked securities

Diversification, (un)correlation and long-term returns: The case for insurance-linked securities

15 April 2025
The Deluge and the Delusions

The Deluge and the Delusions

14 April 2025