A ‘new’ world order that looks a lot like the old one
For investors, geopolitics is no longer background noise. It is a core driver of supply chains, inflation, and sovereign risk premia, says Momentum’s Sanisha Packirisamy.
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From memes to markets: what Venezuela’s upheaval really means for investors
Behind the viral humour lies a deeper story about geopolitics, energy risk and why disciplined, diversified investing could define returns as markets head into a potentially “Goldilocks” 2026.
SA’s economic future looks bleak without reforms, global resilience index warns
South Africa’s relatively high-risk score reflects governance, security, and structural weaknesses, while its moderate resilience suggests the potential to recover – if reforms are pursued.
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.
US bonds: when a dead asset comes alive
With the risk premium of bonds relative to equities at a 20-year low, US bonds – particularly medium-term ones – are regaining their relevance in diversified investment portfolios.
Why I am overweight in US assets
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
The two key risks investors should watch amid the Trump noise
Old Mutual Wealth’s Izak Odendaal believes the only two risks that should concern investors are the US economy going into a recession and the Fed hiking interest rates.
How to navigate anxiety in the approaching US tariffs tug of war
Donald Trump’s tariff threats shook global markets in 2018 and 2019, leaving investors grappling with volatility and uncertainty. Here are the lessons for investors as an unpredictable economic climate looms.
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.
