Geopolitical tensions reignite following Trump’s escalation of China trade war
After 4 months of positive performance, equity markets finally blinked as the escalation of the US-China trade war showed no signs of abating.
Bond markets received additional support from global growth slowdown fears related to the US-China trade war and tariff threats to other countries.
A big new listing in Nigeria and further pain for Zimbabwe
Private Markets offer diverse opportunities for return seekers, where the trade-off for greater complexity and illiquidity can be reflected in the bottom line.
Behavioural finance is very clear about investor biases and the suboptimal financial outcomes that result. At least three methods exist to help mitigate behavioural biases when investing: education, investment process and goal-based investing.
Trump’s trade narrative with China continues and India’s long-term domestic demand story remains intact
When walking investors through the quantitative process we adopt within our China strategies, one topic that is frequently discussed is how often we ‘override’ our models.
Debt markets take a breather after sharp gains in March
Growth is expected to continue for the continent
Equity markets continue to rise with US equity markets outperforming
South African listed retailers have been going through a difficult period of late. Not only have the retailers been faced with extremely tough economic conditions, but many retailers have also meaningfully slowed down their space expansion (especially within urban areas), which has been a significant driver of growth in the past.
The 6th National Elections since democracy in 1994 were held on 8 May 2019 and the outcome of the vote is crucial for the road ahead with regards to the South African economy and asset prices. We include a podcast from Ashburton Investments on how we interpret the outcome of the elections as well as the effect this should have on our markets.
After a slow start to 2019, the listed credit market came to life during February and March. Credit issuance in February was mainly supported by significant issuance by banks, with corporates also accessing the market in a meaningful way during March.
The first quarter of 2019 was a smash hit for bulls. Capitulating central banks, record United States corporate share buybacks flushing the system with artificial liquidity and numerous bouts of monetary and fiscal stimulus from Chinese policymakers have lifted confidence of averting a Chinese hard landing scenario given China’s internal deleveraging and...