Articles tagged as "US Federal Reserve"
Central banks face a rates conundrum
From South Africa to the United States, monetary policy has been in the spotlight as central banks aim to achieve their objectives in challenging environment...
Stable Fund: Strong markets provide a welcome boost
In the wake of markets recording new record highs, portfolio manager Sean Munsie discusses the performance and positioning of the Allan Gray Stable Fund.
South Africa seems set for a lower inflation target
The second quarter of the year offered investors a bumpy ride, as tariff threats and rising geopolitical tension played out in markets. Portfolio manager Sea...
Podcast: Can optimism rise from the inflationary ashes?
In conversation with portfolio manager, Thalia Petousis, Sandy McGregor reflects on the very real geopolitical and economic challenges currently affecting th...
