
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.
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.
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.
Ryk de Klerk delves into commodity trends, market divergence, and strategic insights, giving a comprehensive analysis of Anglo-American PLC in the current economic landscape.
The behaviour of the US equity market over the next quarter or so will baffle many investors and financial advisers, as it will appear to be disconnected from the US economy.