Head of Commodities, Andy Pfaff, shares some potentially interesting and perhaps significant observations about investment markets currently.
Portfolio Manager, Simon Sharrott, discusses how dividend cuts during the COVID-19 pandemic are impacting income investors.
Head of SA Portfolio Management, Roeloff Horne, discusses the threat inflation poses to markets and the options investors have to hedge against it.
Shaun McDade, Head of International Portfolio Management, reflects on the second quarter of 2020, discussing the key influences and their impact on asset classes.
Portfolio Manager, Blair Campbell, looks at what the FED is doing to support markets through the turbulence caused by COVID-19 and the impact of their actions.
Shaun McDade, Head of International Portfolio Management, unpacks how COVID-19 has impacted the property sector and highlights how it could be changed indefinitely as companies embrace work from home policies.
Joanne Baynham, Head of Investment Strategy, discusses how global supply chains have been teetering for some time now with the COVID-19 pandemic finally pushing them over the edge.
Paul Warner, Head of Portfolio Management in the UK, provides an update on the COVID-19 pandemic and analyses how markets have reacted thus far.
Roeloff Horne, Head of SA Portfolio Management, unpacks the case for including Gold in portfolios and how to balance the fundamentals of this ‘safe haven’ asset against its cost.
Shaun McDade, Head of International Portfolio Management, reflects on the first quarter of 2020, discussing the key influences and their impact on asset classes.