Publications

The idea that central banks are starting to move away from aggressive rate hikes is at the very heart of market expectations, although a pivot towards expansionary policies is some way off.

Core inflation is struggling to decelerate, and central bankers are willing to tolerate a further deterioration in economic activity for inflation to gradually return to its target level.

An in-depth view of monthly fund performances across our traditional & alternative fund range.

The US Federal Reserve is not intending to cut interest rates next year: Jerome Powell and many members of the FOMC confirmed their resolve to rapidly bring inflation back to around 2% during their speeches at the central bankers’ symposium in Jackson Hole.

The United States did not escape from technical recession in the first half of the year. Europe is also heading for recession given the deterioration in confidence indicators published in July.

An in-depth view of monthly fund performances across our traditional & alternative fund range.

Recession risks have risen sharply in the US and Europe. Inflation reached new highs despite the decline in core inflation driven by higher energy and food prices.

We are delighted to announce the sale of Intrepid to Ascential. Intrepid provides e-commerce operations optimisation, digital marketing and technology services to large enterprise customers, helping them improve their sales and marketing performance on South East Asian (SEA) e-commerce marketplaces.

The economic slowdown will continue until the end of the year, in the wake of the combined impacts of higher commodity prices, supply difficulties as well as ongoing monetary tightening in most countries.

Inflationary shocks have been building up for the last two years. The Chinese zero-COVID policy and containment measures are once again putting pressure on growth and global supply chains.

An in-depth view of monthly fund performances across our traditional & alternative fund range.

With the continuing war in Ukraine, combined with the new wave of Covid infections in China, the world economy is faced with rising commodity prices and increasing supply-chain difficulties.

An in-depth view of monthly fund performances across our traditional & alternative fund range.

An summarised view of monthly fund performances across our traditional & alternative fund range.

At a time when there was already a great deal of uncertainty about central bank monetary policies, Russia’s invasion of Ukraine has led to greater volatility since February.

An in-depth view of monthly fund performances across our traditional & alternative fund range.

An summarised view of monthly fund performances across our traditional & alternative fund range.

The world economy is slowing because of mobility restrictions and inflation remains high.

Judging by Covid-19 case numbers in South Africa and the UK resulting from the Omicron variant, the current wave of infections in Europe and the US could soon peak.

The world’s economies are holding their breath while waiting for news about how dangerous the new Omicron variant is. It will be vital to find out how effective current vaccines are or whether new ones are needed.