Explore the Category
Michael Jordaan co-founded FinTech player set to shake up local asset management industry
Global equity markets have surged ahead. This is despite there being no resolution to the recent North Korea stand-off. The main US equity indices – the large-cap Dow Jones Industrial, the broader S&P 500, the tech-heavy Nasdaq and the small cap Russell 2000 - all hit new record highs after a streak of successive positive days. American-listed companies account for around half the major global indices.
Looking at emerging-market economies as a whole, we’ve seen a dramatic transformation from the models of the past, which were often based on commodity exports. We’ve seen a new generation of highly innovative companies located in emerging markets moving into higher value-added production processes and services. We think it’s a very exciting time for investors in this space.
The backdrop for hedge-fund strategies appears to be turning more positive, according to Brooks Ritchey, head of portfolio construction, K2 Advisors. Here, he explains why hedge-fund strategies may be entering a “silver era”, and why the US Federal Reserve’s projected interest-rate normalisation could present opportunities in this sphere.
Do you think short-term insurance broking will survive the AI plus humanoid robotics age?