Explore the Category

2018 equity markets in review

12 December 2018 | Equities

Amid substandard opposition, resource stocks emerge as a dark horse

Management of institutional assets – Are we ever going to get to an optimal state?

11 December 2018 | General

One would be forgiven for believing that institutional assets, such as life and retirement fund assets, ought to be invested with a long-term mindset in mind.

Ending on a sour note

11 December 2018 | General

Hopes of a pre-Christmas rally on global equity markets were dashed last week. The optimism around a thawing in US-China trade relations following the G20 Summit in Buenos Aires lasted barely a day before it became clear that there was widespread confusion over what exactly the two countries agreed to. US President Trump’s message that “I am a tariff man” then set the cat properly among the pigeons. A day later, markets tumbled on the news that a top executive at Chinese telecoms giant Huawei had been arrested for alleged sanctions-busting in its dealings with Iran, a move that added renewed strain in the relationship between China and the US.