Embrace the new normal

Stock market corrections are a healthy part of everyday investing. Embrace them.

Emerging markets supported by macro environment

Emerging market debt went through a long overdue correction in February, but the overall macro story remains very supportive of the asset class.

Emerging Market Equities: Good Times

Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?’

Gold and Gold Equities: Essential Portfolio Diversifiers

In this note, the manager looks at correlations between global equities, and gold and gold equities, during five periods of sharp stock market falls.

Ramaphosa offers investors comfort ahead of moody's review

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.

Is your income fund as safe as you think?

All is not quiet in equity markets, and investors need to be aware of hidden risks.


Click here for our the 2018 Yearbook

Learn more about the 2018 Yearbook.