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.
During times of market stress, it is important to evaluate and analyse what the opportunity set looks like going forward. This article looks at the opportunities the current market turmoil will unlock.
Head of Commodities, Andy Pfaff, looks at the need to adapt and react swiftly to contend with the speed of market movements in the digital era.
As the Coronavirus pandemic evolves, James Sullivan offers an update on our outlook and positioning.
Armin Diem, SA Fund Manager, takes both a global and local focus in this insight, looking at whether the increasing spread of the Coronavirus is pushing us closer to a global recession and what is in store for SA through its new budget.
Head of International Portfolio Management, Shaun McDade, looks at the growth of the corporate bond market and discusses whether it is time for a reversal.
Senior Fund Manager, Peter Geikie-Cobb, questions the way markets have reacted to the Coronavirus outbreak – were they looking for a reason to correct?