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Emerging Market Debt: what US investors are saying

12 July 2022 | General

Ninety One’s Emerging Market (EM) Debt portfolio managers and strategy leaders, Grant Webster, Werner Gey van Pittius and Peter Kent, identify and discuss the three issues that are currently top-of-mind for EM Debt investors in the US.

Investment Strategies for Stagflation with possible recessionary environment looming

12 July 2022 | General

High inflation, geopolitics, the Russian-Ukraine war and a looming recession sent equity market indices tumbling into a bear market territory during the first six months of 2022, prompting investors to seek safe havens and find tactical investment opportunities to take advantage of current market conditions.

The current market environment is offering an above-average number of investment opportunities – you just need to know where to look

12 July 2022 | General

PSG Asset Management’s “3M investment philosophy” targets under-appreciated companies trading at favourable prices. Head of Equities at PSG Asset Management, Justin Floor, notes that the current market environment is offering an above-average number of these opportunities, many of which are unlikely to be found in more mainstream portfolios.

Navigating the polycrisis

12 July 2022 | General

The notion of a polycrisis – various systemic crisis occurring simultaneously and interacting with one another – has been around for a while but has gained renewed traction for obvious reasons.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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