2025 was a positive year for investors, with equities delivering strong dollar returns for the third successive year. But it was also a year that upended many previously safe assumptions about which regions, assets, and markets produce the best returns. Growth broadened beyond the US to world markets (including emerging markets), and a weak dollar…
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The strength of the rand over the past year is a most topical subject amongst our clients. In this article, penned by Alison Barker (economist at Advantage FX Solutions), with additional analysis provided by seasoned investment professional Dr Lance Vogel, we illustrate that the dollar is currently trading at levels close to its long-term equilibrium…
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Over the past year, we have written extensively about how US President Donald Trump is remaking the American economy and reshaping the world order. An unintended consequence of his America-first economic policy and his transactional outlook on foreign affairs may be to help accelerate China’s rise as an economic superpower in the years to come.…
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Major indices worldwide entered a holding pattern this week, trading more or less flat following a volatile November. The Nasdaq (+0.6% at the time of writing), S&P 500 (+0.12%), and the Dow Jones Industrial Index (+0.28%) are largely unchanged for the month-to-date, despite a sell-off followed by a sharp snapback in November. After the AI-related…
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US markets have bounced back from last week’s drop, posting their best four-day winning streak since May, to get back to being close to flat for the month, after dropping quite sharply in the first three weeks. Investors showed renewed appetite for risk this week, with the S&P 500 up 3.18%, the Nasdaq up 4.23%,…
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