The Investment Perspective, with Ninety One

Why this environment calls for an active approach to managing fixed income assets

SA faces the looming Budget, while in the US, Donald Trump is wielding his power as only he can. Against a backdrop of economic growth uncertainty, currency movements and the vagaries of political manoeuvring in a world facing a potential trade war, Malcolm Charles sets out why this environment calls for an active approach and how they’re positioning to navigate it.

11 Feb 2025

12 minutes

Malcolm Charles
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Authored by

Malcolm Charles
Portfolio Manager, SA Fixed Income

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