How US trade policy is reshaping global investment strategy
Sanlam Investments says rising protectionism may accelerate global economic fragmentation and force equity investors to rethink traditional strategies.
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Investing offshore: dependent on great expectations?
Amid heightened geopolitical risk, investors chasing offshore returns should temper expectations for US stocks and prioritise true diversification, says Orbis’s Rob Perrone.
Santam to unify specialist businesses under single brand banner
Santam will rebrand five of its specialist insurance units under a single identity, streamlining operations and strengthening its presence across Africa and emerging markets.
Bank of America predicts only one repo rate cut this year
Stable growth and fiscal discipline could see South Africa’s credit rating rise two notches in the next three years.
Trump’s economics: consumer confidence is the golden thread
During his first term, Donald Trump’s policies spurred a confidence-fuelled boom in US markets. With proposals for deeper tax cuts and renewed trade barriers, he’s aiming for a repeat performance.
Sanlam sees strong growth across all business lines
The group’s new business volumes in life insurance grew by 12%, while net operational earnings rose by 17%.
SA credit rating upgrade is on the cards – not investment grade yet
The rating upgrade is likely to have profound implications for investment portfolios.
The China bazooka stimulus: risk assets melt up?
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
Undervalued no more? JSE’s Leila Fourie on the re-rating of South African assets
Three months after the formation of the Government of National Unity, JSE CEO Leila Fourie shares how the exchange is reaping the benefits of political stability.
