We are hosting an investment discussion with Lionstrust via Teams.
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Terry Smith discusses the current market environment, recent performance and portfolio changes. Watch the webinar replay.
View the Scottish Mortgage website for more insights & updated investment information.
Terry Smith discusses the current market environment, recent performance and portfolio changes. Register to join us for the webinar.
FNB’s Wayne McCurrie explains Sasol’s convertible bonds and what to expect from tonight’s FOMC meeting. Octodec’s Jeffrey Wapnick unpacks results that show inner city housing improving. Sean Kelly from Iza Wealth talks timing the market.
Mia Kruger from Kruger International chats Shoprite’s results that sent the stock down over 7% on Tuesday. Dr Chris Harmse of CH Economics on local GDP data that came in negative for the second quarter. IZA Wealth’s John Rose talks about generating and protecting global wealth.
Connect to the Scottish Mortgage discussion with Claire Shaw on Zoom.
US inflation is running hot, and the US stock market is cooling down. Despite what some pundits
would have us believe; the US remains the most important economy globally. […]
Global financial markets have been sent reeling following decades-high US inflation and an increasingly hawkish interest rate hike outlook. The Ukrainian invasion by Russia has exacerbated market volatility and pushed equity markets further into correction territory. We provide some investment perspective, given the prevailing uncertainty, by looking at what stock market history has to teach us and the course of action long-term investors should adhere to in order to achieve their investment goals. Now is not the time to sell; in contrary.
