Articles tagged as "Donald Trump"
The conflict between price and fundamentals
President Trump’s announcement of a sweeping array of reciprocal tariffs on 2 April rocked stock markets globally and sent US shares tumbling. While “Liberat...
Orbis Global Balanced: Defensively positioned to deliver long-term returns
The Orbis SICAV Global Balanced Fund remains cautiously positioned with severe underweight exposure to the US dollar compared to its benchmark. Alec Cutler a...
Tariffs: The stealth tax
On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order....
How money tells the story of humanity – with David McWilliams
Many investors focus on trying to figure out how new technologies might change the world so that they can identify and back the likely winners. But according...
Could 2025 be the most consequential year in our lifetime?
In a keynote address at Allan Gray Fund Provider 2025, Irish economist David McWilliams discussed a range of global developments, such as the return of Trump...
Navigating South Africa’s post-election economy
Sentiment around South Africa’s prospects improved significantly in 2024, but there are still numerous, complex, structural challenges weighing on the countr...
Rethinking global inflation and rates after the 2024 super-election year
The introduction of the Allan Gray Income Fund in May 2024 has broadened Allan Gray’s offering, providing a more comprehensive selection of lower-risk...
Beyond the US: Separating the signals from the noise
The US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on...
