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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...
A new supercycle – the clean tech transition and implications for global commodities
Climate change policies may lead to one of the largest redeployments of...
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...
2024: more to come from bonds
Despite a surge in bond prices towards the end of 2023, we...
South African National Budget 2024/2025
Against a backdrop of formidable economic challenges, SA’s Minister of Finance, Enoch...
Greater sophistication in risk management limits unwelcome surprises in outcomes
The foundations of portfolio risk never change, but risk management practices have...
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.