Consolidation set to continue in asset management universe
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While the initial surge in Mergers and Acquisitions activity peaked during the Covid pandemic, this trend hasn’t slowed but rather evolved, with ongoing consolidation expected as firms continue to…
US elections – Local manager research views
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The US election outcome has an impact on US citizens, but also impacts global markets and economies as well as the local market and economy. With this in mind, we reached out to our local managers to…
Events that moved the market Q3 2024
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Key highlights from some of events that shaped the market in Q3 2024 include the SARB cutting its repo rate by 25 bps to 8%; slowing US job growth in July; and the UK’s opposition Labour Party…
September 2024 Economic Review
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US inflation data subsided and unemployment data was also positive, prompting the US Federal Reserve (Fed) to begin its interest rate cutting cycle. China’s central bank unveiled measures to improve…