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Private markets present opportunities despite US policy uncertainty

Private markets present opportunities despite US policy uncertainty

02 May 2025 | General

Despite current challenges, our outlook for new private markets investments remains optimistic, although we are cognisant of increased risks arising from significant US policy changes and resulting uncertainties affecting growth, inflation and interest rates.

Stay calm, stick to your plans and be open to opportunities

Stay calm, stick to your plans and be open to opportunities

02 May 2025 | General

Falling markets are not new, but that does not stop the sense of panic that grips investors in every rout. So here is some data that can help you keep a cool head amidst the tumult.

How tariffs are driving market volatility

How tariffs are driving market volatility

30 April 2025 | General

President Donald Trump’s so-called Liberation Day tariffs, announced in early April, have once again reminded investors of the fragility of market confidence in the face of policy missteps.

Markets are adjusting to a major turn in the political consensus

Markets are adjusting to a major turn in the political consensus

29 April 2025 | Economy

We’ve had a dramatic start to the year – DeepSeek’s disruption of the artificial intelligence (AI) narrative, a seismic shift in defence and infrastructure spending out of Germany and of course “Liberation Day”.

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East Africa’s Real Estate Market Primed for Those Who Know It Best

East Africa’s Real Estate Market Primed for Those Who Know It Best

29 April 2025 | Property
Hunting for honey, and finding it where no one is looking

Hunting for honey, and finding it where no one is looking

25 April 2025 | Equities
Gold: an alternative to “safe” dollar assets?

Gold: an alternative to “safe” dollar assets?

24 April 2025 | General
Why broker trust matters: South African traders reveal red flags in new survey

Why broker trust matters: South African traders reveal red flags in new survey

24 April 2025 | General
China: Tailwinds persist despite trade turbulence

China: Tailwinds persist despite trade turbulence

24 April 2025 | General
Macroscope: Trade shock accelerates China’s strategic pivot

Macroscope: Trade shock accelerates China’s strategic pivot

23 April 2025 | General
Investment Perspectives – Q1 2025 shows signs of global economic weakness amid trade fragmentation

Investment Perspectives – Q1 2025 shows signs of global economic weakness amid trade fragmentation

22 April 2025 | General
SARB monetary policy review: Caution amid global risks

SARB monetary policy review: Caution amid global risks

22 April 2025 | Economy