In this issue of Taking Stock, our investment teams share some of the key investment themes that are influencing the global economy and markets.
What should investors make of current market conditions?
With central banks across the world fighting inflation, global equity and bond markets have been under severe pressure. The tragic events in Ukraine have also had a profound impact on markets and will continue to drive uncertainty and volatility.
While the war in Ukraine dominates global headlines, we believe the higher offshore limits for SA investors will top the local investment news agenda this year. What should investors make of these changes and current market conditions?
Read our articles for insights and strategies on how to navigate the current environment and beyond.
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