Global economic outlook hangs in the balance amidst geopolitical uncertainty
Momentum Investments’ Market and Economic Outlook – January 2024 highlights worldwide elections, geopolitical tensions, and South Africa’s challenges.
China
Crypto transfers: new client information requirements coming for CASPs and intermediaries
The ‘travel rule’ means CASPs and FSPs cannot initiate a crypto asset transfer unless they can transmit prescribed information.
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35 years of transformation: reflecting on the evolution of the global economy
Schroders’ chief economist and strategist, Keith Wade, identifies three dominant themes over the past 35 years and discusses how he expects them to continue shaping the global economy and markets in the decades ahead.
BRICS discussion on dollar dominance ‘a good debate to have’
PSG chief investment officer Adriaan Pask analyses the potential shift in global currency dynamics post the BRICS Summit.
What a new world order might mean for the global economy
The war in Ukraine is having a significant effect on inflation and activity in the world economy as commodity prices have soared and supply chains have been disrupted. Inflation in the G7 was […]
These six themes ‘will be top of mind’ for active managers in 2022
The response to climate change, inflation, post-pandemic growth and China’s market interventions are among investment managers’ top concerns this year, according to Sanlam Investments. Sanlam Investments’ portfolio managers believe active managers will focus […]
Emerging markets guru Mark Mobius on … everything
Mark Mobius, founder of Mobius Capital Partners and former chairperson of Templeton Emerging Markets Group, is widely credited with having established emerging markets as an asset class. Mobius had virtual “fire-side chat” with […]
