Author: Ivan

Weekly Digest

Global Matters Weekly – History doesn’t repeat but it often rhymes

Last week, the Federal Reserve delivered a highly anticipated decision, lowering interest rates and marking the beginning of a new monetary policy cycle. This shift provides an excellent opportunity to assess the current investment landscape and consider market expectations. Download PDF

Viewpoint

Viewpoint – April 2024

The key factors driving markets in the first quarter of the year continued through April. Economic growth has remained resilient, labour markets strong and the earlier falls in inflation have slowed. The long period of high inflation, aggressive monetary tightening and geopolitical uncertainty have not damaged economies as much as