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Although this overview is aimed to communicate our asset class views and positioning, we cannot ignore the importance of the challenge and grief we all deal with at present due to the COVID-19 disease. The last quarter saw many market moving scenarios play out...
Capital markets experienced a sell-off in September due to factors including inflation fears, China corporate bond payment defaults, higher US bond yields and a developed market energy crisis. Global inflation remains elevated with signs of a slowdown in the US, China...
Capital markets experienced a sell-off in September due to factors including inflation fears, China corporate bond payment defaults, higher US bond yields and a developed market energy crisis. Global inflation remains elevated with signs of a slowdown in the US, China...
Head of Portfolio Management, Roeloff Horne, discusses our asset allocation views against the Q3 2021 macroeconomic environment. Download: Q3 2021 Asset Allocation Views The value of investments and the income from them may vary and you may...
It’s still an uncertain world with the Delta variant of COVID -19 continuing its destructive path. It is very clear that most emerging markets are struggling to find the means to grow their economy through these tough times. Although the developed countries are way...
