MASECO Private Wealth’s Post

Trump policies and energy reform will dominate global and local market influence in 2025 https://lnkd.in/dcdYUsS6 With 2024 nearing the end of another eventful year for markets, investors are expecting an even more tumultuous time in 2025. Jason Swartz, Portfolio Manager, and Tana Mongwe, Head of Responsible Investment Research, at Old Mutual Investment Group, share their thoughts on what they are anticipating in the New Year and where the market challenges and opportunities will come from.

Like him or not, Trump’s back in the White House 🗽 - in a victory being touted as a “historical comeback” with words like “maverick” and “dramatic” used in the media. Wait … are we talking politics or Netflix? 🎬 🎬 🌎 In the real world, focus immediately shifts to the implications of a Trump victory for South Africa – and, in our case, the retirements and investment industry. My Top Picks on www.ebnet.co.za today share the early reviews of Trump II (the sequel). 🎬 Nazmeera Moola (Ninety One) says, “The Republican victory is likely to see the US retreat from all global climate initiatives – much like we saw in the first Trump presidency. This is likely to slow momentum to combat climate change unless other parts of the world step up and fill the gap.” 🎬 So a plot twist on sustainability. Kobus Kleyn CFP® commented on LinkedIn this morning: “Historically, Trump’s economic policies have often caused global market volatility.” 🎬 Ok, quick paced and unpredictable. Izak Odendaal (Old Mutual South Africa) writes: “It becomes a more challenging foreign policy environment for us”. 🎬 An overcoming the odds, coming of age drama based on true events. My brother on our family WhatApp group: “At least the news will be interesting now”. 🎬 Entertaining. Or, you can change the channel to the EBnet Evolutionaries conference and listen to Nazmeera share her thoughts on integrating sustainability into an investment philosophy in the Speaker’s Corner 🌳 . Watch Old Mutual’s latest evolution in debt management. And catch views on latest developments in FinTech and advice.

Is the introduction of the British ISA compatible with diversified investing? Head of Fixed Income, Ahmer Tirmizi explains the issues with concentrating your investments in one industry, country, or even region! Read more about how 7IM keeps its portfolios balanced and diversified to weather unpredictable markets in our Investment Update here: https://okt.to/7KW6PI Capital at risk.

Global equity markets spent the quarter moving around but going nowhere. An April selloff led to a May rally only to end June slightly lower but off the worst levels. GW&K Investment Management's global equity market commentary for Q2 2024 is here.

Abstract: "A unified European policy response should strive to unlock Europe’s potential, focusing on progress in three key dimensions: #independence, #investment and #integration. #First, we need to make progress on energy independence. This brings me to my #second point: we need to foster investment. Finally, the #third key dimension of a unified European response is the need for deeper integration of our Single Market to strengthen Europe’s overall competitiveness and resilience." https://lnkd.in/dPUH_TJ9

Policy engagement is an often-overlooked tool for investors to stay ahead of surprises. Institutional investors have a responsibility to help governments make sound investment policy decisions. Learn more: https://ow.ly/Ygbx50SokNX

We actively utilize alternative investments within our portfolios, but it does require some thorough analysis as to how much and what to add. To, help, here is Martin Pelletier, CFA piece this week via the Financial Post. https://lnkd.in/gxpn2YJq

New blog from the FLA’s Simon Goldie – ‘Business investment has never mattered more’. He reviews a new report from EY, which lists the UK having the strongest performing European market in 2023, and discusses why an increase in financial activity means more opportunities to invest in the ‘real economy’. View here https://lnkd.in/dE2uF9Jk #Blog #FLA #Finance #financialservices #business #investment

In an environment where interest rates are still high and cash is being held on to, assets with long-term outlooks are being looked at favorably. Alternatives are one investment sector garnering interest. Learn more: https://lnkd.in/gxpn2YJq

Is the introduction of the British ISA compatible with diversified investing? Head of Fixed Income, Ahmer Tirmizi explains the issues with concentrating your investments in one industry, country, or even region! Read more about how 7IM keeps its portfolios balanced and diversified to weather unpredictable markets in our Investment Update here: https://okt.to/PBeo6H Capital at risk.