Insights
The Ins and Outs of Investing Offshore with Asset Swaps
- 7 minutes
We are often asked about Asset Swaps and Feeder Funds as the terms can be confusing. This article explores these concepts, terminology and how they fit into an investment strategy. Investors can access offshore markets in two main ways: by investing directly offshore or through a feeder fund or asset swap structure. We are hoping […]
Webinar: Trump, Turmoil and Tailwinds
- 1 minute
With global markets gripped by uncertainty, geopolitical chaos is drowning out fundamentals, making it difficult for investors to distinguish short-term noise from long-term opportunity. From ongoing conflicts and trade tensions to the unpredictable influence of a certain U.S. president, asset markets and investors are holding their breath whilst events unfold. In this webinar, Ian Jones, […]
3% Inflation Could Change Everything
- 6 minutes
The South African Reserve Bank’s Monetary Policy Committee (MPC) recently lowered interest rates in line with expectations but commented that they were now aiming for the lower end of the 3-6% target range for CPI, rather than the midpoint of 4.5%, as previously communicated. The finance minister cautioned against interpreting this as official policy, indicating […]
Market Update: Global Tariffs
- 5 minutes
Over the past week the pending implementation of U.S. tariffs on the rest of the world has taken shape through higher-than-expected tariffs, and this has shocked the financial markets, leading to weakness across most asset classes and regions. This is a typical ‘risk-off’ event where there is indiscriminate selling of equities, real estate, credit and […]
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