November 13, 2024
What does a Trump win mean for the energy transition?
Mark Lacey, Head of Thematic Equities at Schroders, argues that despite short-term political uncertainties, the long-term growth outlook for renewable energy remains robust, driven by technological advances, global demand, and competitive positioning against fossil fuels.
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December 3, 2024
Morgan Stanley joins stellar Ashburton Global Leaders Equity Fund as sub-investment manager
Morgan Stanley is now the new sub-investment manager of the Ashburton Global Leaders Equity Fund - the cherry on top of the fund’s 10-year birthday cake and already strong performance track record.
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November 12, 2024
South Africa's investment landscape under Trump 2.0
With a popular vote win and control over Congress, Trump returns with both the authority and experience to implement significant changes. Unlike his previous term, he is now positioned to push for more decisive policy shifts, supported by a strong VP and allies like Elon Musk and Vivek Ramaswamy.
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February 10, 2025
100 days of GNU, 200 days without loadshedding – can investor optimism last?
Linda Eedes and Wim Murray from Foord Asset Management provide a cautiously optimistic outlook on South Africa's economic environment and local equities, noting the impact of political stability, improved energy reliability, and economic indicators trending favourably in 2024.
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February 10, 2025
Trumponomics 2.0
Izak Odendaal, Old Mutual Wealth Investment Strategist, provides an in-depth analysis of the potential economic and market implications of a Trump presidency. He covers key areas like trade, immigration, taxation, and monetary policy.
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December 16, 2024
Trump victory spells trouble for the Rand and BRICS allies
Donald Trump's significant victory has caused notable volatility in the South African rand, which has lost up to 2.5% of its value, trading at R17.82 by midday today. This could lead to increased currency volatility and trade uncertainty in the future.
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