
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 US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
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.
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.
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.