GROWING PAINS The upturn in global bond yields continued into its second week as central bank meeting minutes and mostly positive data caused investors to reassess the longer-term outlook for…
read moreDAMNED IF YOU DO, DAMNED IF YOU DON’T Despite continued momentum in global growth over the past 6 months, government bonds have rallied alongside equities. Last week, hawkish soundbites from…
read moreHOPE SPRINGS ETERNAL Since the financial crisis, there has been much discussion of “secular stagnation” or a “new normal” for the global economy, with lower growth and inflation. Last year,…
read moreINTERVIEW WITH A VAMPIRE For US markets, a standout feature of the last few years has been the concentration of returns and profitability across a very small number of firms.…
read moreREMEMBER ME? The oil price was under pressure again last week as OPEC’s extension of output cuts (rather than an incremental reduction) and US production hitting the highest level since…
read moreOn 31st December 2015 fans of one of the most successful rock bands of all time listened to Mel Botes performing Dark Side of the Moon, a tribute to Pink…
read moreAfrica Regional Manager and Senior Partner Mr. Wade Dawson in the May issue of Forbes Africa. Mr. Dawson explains the most recent Global Investment Trends. Wade has worked as an international…
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