Articles tagged as "Donald Trump"
What if Trump is right?
Maslow’s hierarchy of needs framework helps us understand both today’s shifts and the implications for markets. While capital was flowing towards the top of...
Disconnect between economies and markets warrants caution
2025 was a great year to own South African financial assets despite mostly negative news headlines and lacklustre economic growth – a theme common among...
African markets outperform after a period of sluggish returns
Despite rising geopolitical tension, African equity markets have rewarded investors this year. Portfolio manager Rami Hajjar explains the drivers of the rece...
Global investing in an era of national self-reliance
As governments shift their national priorities in response to escalating geopolitical tension, global investors have to consider additional variables as they...
Looking beyond trade wars and extreme market chaos
Market participants would be forgiven for having developed a mild case of post-traumatic stress disorder over the last three months. The now infamous “Libera...
Are global investors dependent on great expectations?
Global investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock...
The conflict between price and fundamentals
President Trump’s announcement of a sweeping array of reciprocal tariffs on 2 April rocked stock markets globally and sent US shares tumbling. While “Liberat...
Orbis Global Balanced: Defensively positioned to deliver long-term returns
The Orbis SICAV Global Balanced Fund remains cautiously positioned with severe underweight exposure to the US dollar compared to its benchmark. Alec Cutler a...
Investing responsibly in a rapidly changing world
Our 2024 Stewardship Report marks the 10th edition that Allan Gray has published for our clients. However, we have had a strong focus on exercising our...
How money tells the story of humanity – with David McWilliams
Many investors focus on trying to figure out how new technologies might change the world so that they can identify and back the likely winners. But according...
Navigating South Africa’s post-election economy
Sentiment around South Africa’s prospects improved significantly in 2024, but there are still numerous, complex, structural challenges weighing on the countr...
2025: Risk remains heightened around the world
Following a year that saw political regimes shift in many parts of the world, investors need to brace themselves for a period of elevated risk as geopolitica...
Beyond the US: Separating the signals from the noise
The US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on...
