Stock market corrections are a healthy part of everyday investing. Embrace them.
Emerging market debt went through a long overdue correction in February, but the overall macro story remains very supportive of the asset class.
Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?’
In this note, the manager looks at correlations between global equities, and gold and gold equities, during five periods of sharp stock market falls.
Cyril Ramaphosa has only been president of South Africa for less than a month, but his early actions are already comforting investors that the country’s long and slow demise might finally be reversing.
All is not quiet in equity markets, and investors need to be aware of hidden risks.