Investments / General

Recent Corporate Developments and Market Reactions

Equity markets can be complex to navigate, influenced by macroeconomic factors, regulatory changes, corporate actions, and earnings releases. While earnings remain the key driver of sustainable share price growth, market overreactions or underreactions to these developments often lead to price fluctuations, which present opportunities to investors.

The Trump trade: Boom or bust for markets?

: Shortly after taking the oath as President, Donald Trump signed a ream of executive orders, wasting no time in taking the reins of American policy. This early influence – combined with a popular mandate and Republican control of Congress and the Senate – suggests that Trump could be even more forceful in pursuing his core policy objectives than he was during his first term.

How South African advisers can tackle the offshore-onshore conundrum

One of the biggest investment challenges facing South African financial advisers and their clients turns out to be somewhat of a two-parter. The first part involves how much of your client’s discretionary investment portfolio to invest offshore; the second, centres on the timing of moving money offshore to enable the first. Given how volatile the rand is against a basket of international currencies, the second part of this riddle can have a significant impact on portfolio returns.

US$1.5+ billion investment pipeline at Africa’s Green Economy Summit