Why I turned bearish on risk assets
Stocks are tasting new highs – largely powered by IT and communications services – yet leading indicators point to weaker manufacturing and downside earnings risk.
#yieldcurve
Anglo stock investment cycle: time to stay or time to go?
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.
New investment up-cycle: risk-on strategies to last to the end of 2024
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.
