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?
Portfolio manager in Guernsey, Blair Campbell, considers alternative assets and their place in a diversified portfolio.
UK Fund Manager, Peter Geikie-Cobb, looks at the likelihood of a rate cut in the UK, the US/China trade war resolutions and the outlook for global growth in 2020.
Shaun McDade, Head of International Portfolio Management, reflects on the final quarter of 2019, discussing the key influences and their impact on asset classes.
Andy Pfaff, Head of Commodities, discusses gold and highlights the importance of applying discipline in keeping to your investment process.