The Editorial Team

Candriam 2025 Outlook: Is China Really Better Prepared for Trump 2.0?

With the threat of tariffs looming under a potential Trump return, can China’s stimulus and reforms protect its economy? With Donald Trump returning to the White House in 2025, his second term is likely to see a resurgence of tariffs and export restrictions among other things, raising concerns about China’s ability to withstand a resurgence of ‘America First’ policies. While Mexico surpassed China as the U.S.’s largest trading partner in 2023, China remains a key…

Bank of England pauses rates – and the market expects it to last

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LONDON (Capital Markets in Africa): The Bank of England maintained rates at 4.75% as expected. The committee voted 6-3 to keep rates on hold, with three voting for a cut. What this means for annuities, what this means for savings, and what about mortgages? Susannah Streeter head of money and markets, Hargreaves Lansdown: “There’s a chill spreading just before Christmas, with interest rate cuts on ice, and cold water being thrown on hopes for a…

Emerging Market Debt outlook 2025: Alaa Bushehri, BNP Paribas Asset Management

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What does 2025 have in store for Emerging Market Debt? The major events of 2024 – elections and the start of Fed easing – will shape the landscape for emerging market debt in 2025, while China remains a potential source of risk. Election outcomes play out The past year has seen a packed electoral calendar both within and outside emerging markets. So it’s perhaps no surprise that policy rollout will be an important driver for…

BOUTIQUE MANAGERS WORLDWIDE SEE PROLIFERATION OF RISKS, OPPORTUNITIES IN 2025

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LONDON (Capital Markets in Africa) – Members of the Group of Boutique Asset Managers (GBAM)* are squaring up to 2025 by focusing on their usual ‘bottom up’ approach. But regardless of where they are on the globe, it’s clear that consistent themes are emerging at the macro level as well as some distinctly local ones in their 2025 outlooks. (www.gbammanagers.com) They spot concentration risk in the US, Geopolitical risk raising prospects of ‘grey swans’, and…

Market report: Storm of disappointing developments keep investors cautious

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LONDON (Capital Markets in Africa) – Investors are searching for a sense of direction amid a cacophony of developments, as harsh geopolitical winds swirl and a fierce storm barrels towards Florida. Oil prices have tracked higher again, as hopes for a ceasefire between Israel and Hezbollah fade, while Hurricane Milton threatens to disrupt energy supplies, with some pipelines and delivery terminals in Tampa already shut. Brent Crude is currently trading around $77.5 a barrel. Prices…

AFSIC – Investing in Africa – more than just a conference

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With under three weeks to go to the 11th AFSIC – investing in Africa we caught up with CEO, Rupert McCammon to ask him just how important AFSIC – Investing in Africa has now become to the investment community. Rupert, can you explain what it is that sets AFSIC apart from any other investment conference? AFSIC – Investing in Africa is Africa’s leading investment event. We are entirely focused on the matching of investment opportunities…

AFSIC interview with Chris Chijiutomi, MD & Head of Africa, British International Investment

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SMEs are the life source of employment in Africa—how is BII supporting this sector? We recognise that SMEs in Africa are critical to driving economic growth, creating jobs, fuelling innovation, and supporting delivery of the SDGs. And as a long-standing investment partner to businesses in Africa, we have been supporting SMEs for decades and in several ways. One of the greatest challenges that SMEs face, is accessing the finance they need to grow. This is…

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