Current market complacency creates a window of opportunity for investors

7/7/2025
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Dirk Jooste

Fund Manager

The global economic system periodically undergoes profound inflections. We might be a...

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Making America great again (MAGA), the deficit and the bond market

5/23/2025
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Kevin Cousins

Head of Research

Since Donald Trump’s re-election as President of the USA, he has signed 151 executive orders (the...

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How long can Nvidia ride the capex boom?

2/27/2025
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Kevin Cousins

Head of Research

Big technology advancements occasionally catalyse ...

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A global bond repricing points to deeper changes afoot

1/31/2025
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Justin Floor

Head of Equities

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How fixed income investors should manage downside risks while targeting high real yields

1/31/2025
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Ané Craig

Fund Manager

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Why the definition of risk matters for fixed income investors

5/26/2024
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Lyle Sankar

Head of Fixed Income

The definition of risk significantly influences both the outcome investors are most likely to exp...

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