Investments

Is the US Market Bigger than the Presidency?

The US stock market has demonstrated ongoing strength following Donald Trump's election victory, with the S&P 500 surging 3.8% in the first four trading days after Election Day and breaking the 6 000 level for the first time.

Real returns in a rocky year

To a year already packed with political intrigue, drama and a record number of elections, we can now add the sudden unexpected collapse over the weekend of the Bashar al-Assad dictatorship in Syria after years of violent stalemate. No one knows what lies ahead for Syria, ruled with an iron fist by the Assad family for five decades.

Six reasons for a strategic active approach to investing in China

Beyond elections: looking ahead in fixed income markets

This year has become known as the ‘year of elections’. Although there were 66 national elections in 2024, two stand out as having material implications for South African investors.