The Markets

LONDON (Capital Markets in Africa) – Some of the turmoil we’ve already seen on financial markets is likely to continue as speculation swirls about Donald Trump’s trade policies once he’s back in the White House. There’s inevitably a lot of focus on what the impact could be for the global economy when higher tariffs are introduced. UK investors should brace for some volatile patterns of trading on the financial markets. However, it’s important to remember…

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…

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…