Izak Odendaal, Investment Strategist, Old Mutual WealthThe post-Covid inflation surge and accompanying jump in interest rates was a global phenomenon. There were a few important exceptions, notably China and Japan, but almost all other economies experienced broad and...
Nicole Martens, Head of Stewardship, and Siboniso Nxumalo, Chief Investment Officer, Old Mutual Investment Group The local construction sector has faced a number of challenges in recent years, led by a lack of infrastructure spend post the World Cup boom, the Covid-19...
Izak Odendaal, InvestmentStrategist, Old Mutual Wealth For the last year or so, following regulatory crackdowns, Covid lockdowns, slowing growth and growing strategic competition with the West, many investment commentators have posed the question “Is China...