Articles tagged as "tariffs"
Orbis Global Cautious: A disciplined approach to risk and return
Carefully balancing risk and return has become increasingly important in an investment environment marked by volatility and uncertainty. Mark Dunley-Owen fro...
Geopolitics in flux: The impact of fast, constant changes on South African markets
In recent years, South African markets have been significantly influenced by global political developments. Cross-border conflicts, political tensions and...
US-China tension puts SA jobs and growth at risk
As superpower rivalries reshape global growth, investors are urged to diversify portfolios. This was one of the messages on Day 1 of Allan Gray’s retirement...
Investing offshore: Dependent on Great Expectations?
After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...
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...
