Global (excl USA) - Institutional
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Monetary policy
Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Passing breeze or real winds of change?
Shifting growth dynamics and inflation uncertainty
Inflation – it’s time to pay attention
Post-pandemic recovery in the balance of vaccines and a return of confidence
“Battles are never the end of the war” – former US President James Garfield
Inverted yield curves, negative bond yields, liquidity everywhere and not a drop to drink
Restoring confidence is key to growth recovery
Restoring confidence is key to growth recovery
The trade war between the US and China is not ending anytime soon, notwithstanding the efforts of presidents Trump and Xi to make nice on the sidelines of the Osaka G20 Summit.
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
World economy balancing on regional tensions and precarious geopolitical alliances
The way in which financial markets respond to US rate expectations is important
How worried should investors be?
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