Infrastructure investments have grown exponentially over recent years. Currently valued at around US$1 trillion, this amount is expected to grow to over US$1.9 trillion by 2027. The potential growth of this relatively new asset class brings with it...
The highest ever proportion of the world’s population will be experiencing some form of elections in their countries or regions during 2024, with almost half of the planet’s people heading to the polls this year. For global financial markets, this could imply...
Amid ongoing market turbulence and shifting global economic prospects, we are likely to see a promising trajectory for global equity portfolio returns in 2024. This will be buoyed particularly by shares in the global healthcare and technology sectors, which...
The past 10 years have not been kind to emerging market investors. Over the 10 years to the end of March 2024, the asset class has returned less than 3% p.a., which contrasts starkly with the returns of broader equity indices such as the MSCI All Country...
Fifteen years ago, in January 2009, US Airways Captain Chesley ‘Sully’ Sullenberger landed an Airbus A320 in the Hudson River in New York City. It was an iconic moment in the history of aviation. The forced landing was necessary after both engines were knocked out by...
As South Africa prepares to celebrate three decades of democracy amid a potential election upset and shifting global political landscape, Alexforbes believes that there are windows of opportunity that fund managers can take advantage of to find value for their...
Markets had a strong run in the final weeks of 2023 as investors rushed to price in a monetary policy pivot - in the form of anticipated rate cuts - from central banks. That has left valuations looking stretched across asset classes. But it is already clear that 2024...
Investors have an important role to play in creating a better South Africa. Investing with sustainability as fundamental consideration is key in shaping a future in which we want to retire. There is an increasing awareness that how these investments are directed can...
Investors, envisioning a route away from a deeper or more prolonged recession, are nevertheless still likely to grapple with a moderation in global economic activity in 2024, driven by the ongoing repercussions of tight monetary policies, constrained government...
Contrary to what many pundits had anticipated, most equity markets ended 2023 in strong positive territory. Investor confidence and sentiment were lifted by the increasing belief that interest rates had reached their peak and a US recession seemingly averted, with...
