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.
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.
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.