Our latest macroeconomic insights Asset Allocation Update The beginning of the end of US exceptionalism? While US equity outperformance could reassert itself in the near term if concerns about US growth waned and enthusiasm about AI returned, we suspect that the longer-run story is brighter for equities... 25th March 2025 · 4 mins read Global Economics Focus The Mar-a-Lago Accord: cutting through the chatter It is becoming clear that President Trump’s actions are driven by both his fixation on reducing the US trade deficit and his transactional approach to dealing with other countries. So, even though the... 25th March 2025 · 25 mins read Global Markets Update South Africa’s political uncertainty likely to weigh on assets Lingering fiscal risks in South Africa, alongside the challenging global backdrop, prompt us to expect a dim outlook for the country’s bonds, equities and the rand over the rest of this year. 18th March 2025 · 4 mins read Global Economics Focus Will defence spending turbocharge economic growth? The rise in defence spending that looks likely in many countries over the next few years will boost demand and output, albeit by less than the headline-grabbing figures might suggest. Meanwhile... 13th March 2025 · 22 mins read Pagination Previous … Page 24 Page 25 Page 26 Page 27 Current page 28 Page 29 Page 30 Page 31 Page 32 … Next
Asset Allocation Update The beginning of the end of US exceptionalism? While US equity outperformance could reassert itself in the near term if concerns about US growth waned and enthusiasm about AI returned, we suspect that the longer-run story is brighter for equities... 25th March 2025 · 4 mins read
Global Economics Focus The Mar-a-Lago Accord: cutting through the chatter It is becoming clear that President Trump’s actions are driven by both his fixation on reducing the US trade deficit and his transactional approach to dealing with other countries. So, even though the... 25th March 2025 · 25 mins read
Global Markets Update South Africa’s political uncertainty likely to weigh on assets Lingering fiscal risks in South Africa, alongside the challenging global backdrop, prompt us to expect a dim outlook for the country’s bonds, equities and the rand over the rest of this year. 18th March 2025 · 4 mins read
Global Economics Focus Will defence spending turbocharge economic growth? The rise in defence spending that looks likely in many countries over the next few years will boost demand and output, albeit by less than the headline-grabbing figures might suggest. Meanwhile... 13th March 2025 · 22 mins read
