January 17, 2025

2025 Global Listed Real Estate Assets Outlook

Now that rates are stable and fundamentals are strong, global real estate is regaining prominence as a core component of multi-asset funds, providing diversification and resilient compounding returns.
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January 17, 2025

US economy and markets: what's the state of play as Trump takes office?

As President Trump begins his second stint in the White House, Schroders' investment experts consider the current state of the US economy and the stock and bond markets.
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January 14, 2025

The Clarity of Hindsight

Old Mutual Wealth Investment Strategist, Izak Odendaal takes a look at the biggest hits and misses of 2024, grouped under three broad themes: the US, China and South Africa. Importantly, let’s see what we can learn from them.
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January 8, 2025

Five trends that will shape the investment landscape in 2025

Foord Asset Management recently held its final Mind of the Manager Webinar for 2024, where five seasoned portfolio managers offered five scenarios that investors may need to navigate in looking to thrive in 2025.
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December 11, 2024

The Difference a Year Can Make

Victoria Reuvers, Managing Director at Morningstar Investment Management unpacks the changes she has seen this past year, where Morningstar is seeing opportunities on the investment front, how they have positioned portfolios for the year ahead, and what investors need to remind themselves of going into 2025.
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December 5, 2024

Beyond elections: looking ahead in fixed income markets

As 2024 draws to a close, dubbed the "year of elections" with 66 national polls worldwide, two pivotal events stand out for South African investors: the May local elections and the recent U.S. presidential election. Ané Craig, Assistant Fund Manager at PSG Asset Management, highlights the implications of these events, particularly Donald Trump’s return to the White House and its ripple effects across global markets
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