United States - Institutional
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US
Senior Portfolio Manager Charles de Kock reflects on an exceptionally volatile start to the year, marked by geopolitical conflict and market uncertainty. He considers the implications for investors while reinforcing a disciplined, long-term approach.
Offshore acquisitions by domestic companies
The trade war between the US and China is not ending anytime soon, notwithstanding the efforts of presidents Trump and Xi to make nice on the sidelines of the Osaka G20 Summit.
In the cold light of day
But South African bonds still offer a bulwark against global policy normalisation
When it rains on your parade
Explore Investment Insights on the global economy, markets and topics related to our business.
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