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The Weekly Focus – 13 May 2024
This week, we give you a comprehensive economic overview with more information...
The Weekly Focus – 06 May 2024
This week, we give you a comprehensive economic overview with more information...
The Weekly Focus – 29 April 2024
This week, we give you a comprehensive economic overview with more information...
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A fundamental research-driven approach to active global equities management.
The Weekly Focus – 22 April 2024
This week, we give you a comprehensive economic overview with more information...
Global financial markets remain focused on US inflation and the outlook for interest rates
Despite sustained high interest rates, the US economy continues to outperform. The...
Investment in the energy transformation represents a multifaceted opportunity
The energy transition has potential for far greater impact than switching from...
SA Real Estate Investment Trusts can unlock further upside by emulating their global peers
South African REITs have performed poorly for investors over the last five...
Our STANDPOINT
The skies are darkening over the global economy as we approach the halfway point of the year. Although there are signs that inflation is cooling, the stress in the banking sector has increased the risk of a US recession, the war in Ukraine still threatens broader geopolitical tensions and China’s post-reopening economic surge in Q1 is already losing momentum.