Stocks rallied the first half of the week as markets tried to anticipate the potential impact of tariffs previously announced by the White House. Soon after the closing bell on Wednesday, President Trump’s new tariffs surprised markets.
The situation remains fluid, and volatility can work in either direction. But if you’re expecting the cavalry to ride in to save the markets from themselves, don’t.
Despite economic setbacks during the Great Recession and Covid-19, South Africa is poised to almost double its growth in 2025 and 2026. Financial reforms, lower rates and inflation are expected to foster an environment of stronger consumer spending.
Nvidia isn’t just advancing artificial intelligence; it’s redefining it with “Physical AI,” a bold new frontier where humanoid robots and AI-driven systems interact with the real world, making science fiction increasingly real.
Three pivotal events mark shifts in market sentiment over the four months since November 2024—the US election outcome, the Fed’s December policy meeting and the February 2025 release of a key US consumer sentiment survey.
While implementation challenges exist, a balanced approach that considers the holistic portfolio context can unlock the significant strategic potential of small-cap investments.
While market expectations for future rate cuts are more than likely going to continue to change, fixed income investors can position their portfolios to navigate the cloud of uncertainty by using an active/passive barbell strategy.
No one will know for sure, but I could imagine that if the end-of-quarter activity drove today’s gains, the rally likely won’t last and, more importantly, could be given back pretty fast.
Amid all the market turbulence of late, the Fed was a steadying influence. Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.
If the tariff news is generally good, then it’s a reason for optimism. If the adjustments turn out to be less meaningful, that can be overlooked if it means that the administration is willing to offer periodic bullish tidbits to the market.
The basic ingredients of a balanced and therefore, happy life are broadly the same for all. The quality of product set, modest pricing, and steadfast service here at Interactive Advisors represent care, expressed financially.
At the start of 2025, we expect to see a continued dynamic evolution in the sustainable investment market. The regulatory landscape is evolving, with the review and development of both sustainable investment and ‘real economy’ regulations across multiple global regions.