Investments / General

Long-term strategies give you clients an edge in volatile markets

The best way to lock in returns through periods of economic and financial market volatility is to remain focussed on longer term indicators and trends. John Gilchrist, CIO at PSG Asset Management, credits a combination of long-term data insights and his firm’s 3M investment process for delivering market outperformance, elevating many of the asset manager’s funds to the top quartile over five and 10-years.

Rethinking Portfolio Resilience in Volatile Markets

Periods of market turbulence have long been a test of investor conviction. When uncertainty grips financial markets—driven recently by shifting U.S. administrative policies, fluctuating interest rates, or geopolitical tensions—traditional portfolios often reveal their vulnerabilities.

How long can Nvidia ride the capex boom?

Big technology advancements occasionally catalyse whole industries to embark on massive capital expenditure (capex) programmes.

Unlocking Africa’s green economy – a pivotal moment that may not return in “the next 150 years”