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A global bond repricing points to deeper changes afoot

A global bond repricing points to deeper changes afoot

06 February 2025

The year has barely started, and it already seems on track to upend expectations and challenge the conventional wisdom.

Global gold demand hits new high as prices soar in 2024

Global gold demand hits new high as prices soar in 2024

05 February 2025

The World Gold Council’s Q4 and Full Year 2024 Gold Demand Trends report reveals that total annual gold demand (including OTC[1]) hit a new, record high of 4,974t, driven by strong, sustained central bank buying and growth in investment demand. The combination of record high gold prices, and volumes resulted in the highest ever total value of demand at $382bn.

What impact will Trump's tariff threats and policies have on SA's economy?

What impact will Trump's tariff threats and policies have on SA's economy?

05 February 2025

Investor confidence is likely to remain rattled in the context of ongoing market volatility in response to US President Donald Trump’s policy announcements and tariff threats.

Recent Corporate Developments and Market Reactions

Recent Corporate Developments and Market Reactions

04 February 2025

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.

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

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The Trump trade: Boom or bust for markets?

The Trump trade: Boom or bust for markets?

03 February 2025
How South African advisers can tackle the offshore-onshore conundrum

How South African advisers can tackle the offshore-onshore conundrum

03 February 2025
US$1.5+ billion investment pipeline at Africa’s Green Economy Summit

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

30 January 2025
Credit Chronicle: Divergent dynamics continue in investment-grade markets

Credit Chronicle: Divergent dynamics continue in investment-grade markets

30 January 2025
Official US interest rates estimates too low

Official US interest rates estimates too low

30 January 2025
Six global themes shaping the investment landscape to come

Six global themes shaping the investment landscape to come

30 January 2025
The 2025 Nedgroup Investments Summit emphasises diversification and long-term thinking as the global economy faces unprecedented uncertainty

The 2025 Nedgroup Investments Summit emphasises diversification and long-term thinking as the global economy faces unprecedented uncertainty

30 January 2025
DeepSeek disruption highlights need for resilient portfolios

DeepSeek disruption highlights need for resilient portfolios

29 January 2025