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Compared to equity markets, fixed income markets tend to be seen as being more placid and predictable (and even, dare we say it, rational).
South African investors are increasingly recognising that traditional investment approaches alone may no longer deliver the returns and stability needed in today's complex markets.
Increasingly, people are talking about a bubble in artificial intelligence (AI). This sounds ominous, but it has not stopped the stock market from moving higher.
AI, geopolitics and persistent inflation are among the theme’s asset managers are tracking as they position investors for optimal returns in an uncertain world. Getting to grips with these macroeconomic drivers helps inform views about bond yields, equity market valuations, geographic exposure and gold’s resurgence.
As an adviser reading this article, which discipline do you find most important for retirement planning?