Articles tagged as "Europe"
Tariffs: The stealth tax
On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order....
Global growth prospects continue to deteriorate
During the past quarter inflation has remained elevated. In the US the latest print for August was 8.3%. In Europe it was 10.0% in September. Even though in...
Podcast: Can optimism rise from the inflationary ashes?
In conversation with portfolio manager, Thalia Petousis, Sandy McGregor reflects on the very real geopolitical and economic challenges currently affecting th...
It is the price you pay that counts, not the headlines
People enjoy stories; they are fun. This is true in all facets of life, including investing. Investors often have stories to tell about individual equities,...
The long-term outlook for the South African bond market
As a bond investor you need to ask yourself two questions: are your inflation expectations reasonable, and will the potential real return be sufficient? Andr...
Responding to challenging times
Performance does not come in a straight line, which means that periods of long-term outperformance will always be accompanied by periods of, sometimes...
