April 2025 delivered a stark reminder of how deeply policy uncertainty can ripple through global financial markets. The month began with an aggressive salvo of trade measures from the U.S.…
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Since our initial communication, post President Trump’s announced sweeping tariffs on 2 April, global markets have endured a fortnight of policy-induced chaos. We’ve seen violent market swings, sharp bond yield…
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March closed out the first quarter on a constructive note for local investors, with the FTSE/JSE All Share Index returning +3.6% for the month and +5.9% year-to-date. However, while headline…
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The past week has brought significant market volatility, with investor sentiment shaken by a new wave of tariffs announced by the Trump administration. While moments like these are unsettling, they…
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Developed market equities performed strongly in November (+4.8%), with the US leading the way (+7.7%) driven by the "Trump trade." Emerging market equities, however, experienced a second consecutive monthly decline…
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Given the inherent volatility Trump's new policies could introduce, diversification remains crucial. Adjusting exposures is prudent, but it’s equally important to avoid short-term, reactionary decisions.
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With Donald Trump's re-election on November 4, 2024, markets are responding to the potential implications of his policies, which prioritize economic growth through tax cuts, deregulation, and robust domestic industry…
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South African stocks underperformed their emerging market counterparts in February, declining by 2.4%. This weakness stemmed primarily from the resource sector, which was hit by falling commodity prices, especially in…
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Paul Summers recounts why he's keen on increasing his stake in Scottish Mortgage shares, despite the last two years or so having been tough for current share owners.
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A recording of the Nomura Client Presentation, presented on 10 August 2023
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