Investments

Will your clients’ portfolios survive post Liberation Day?

United States (US) President Donald Trump gave the mainstream media exactly what it wanted when he branded his international tariff announcement ‘Liberation Day’. Within minutes, news feed were awash with hashtag Liberation Day memes featuring Trump’s country-by-country tariff poster or similar, while the public relations teams at asset managers and other financial institutions rushed to ‘stitch’ the phrase into their content plans.

Hidden GEMs: Debunking five emerging market myths

Five lessons on how to invest in a volatile market

Ongoing tariff disputes following President Trump’s “Liberation Day” announcement and local political uncertainty may tempt investors to shift to lower-risk assets or disinvest.

Sailing close to the wind

South Africa’s Budget 3.0 was tabled in Parliament on the same day President Ramaphosa met US President Trump in the White House.