Is it rational to allocate less to bonds than the traditional 40% for a balanced portfolio?

With South Africa, Mexico and India’s 2024 elections now finalised, the world awaits the much anticipated outcome of the US election to be held in November this year.

Based off of the recent surge in precious metal prices and the lag of their miners’ share prices, is there value in holding precious metal miners?

Can the Fed claim a “soft landing”? A deeper look at the relationship between the yield curve and historical recessions, leading in to the Fiscal Dominance concept, the current US yield curve and economy.

Many are asking whether China has been oversold and wondering whether the year of the dragon will see China rising from the ashes.

The Fed started raising rates on 17 March 2022 in an attempt to curtail rapidly increasing inflation. Is it possible that the Fed has raised rates too much and too fast?

A brief recap of the major headlines of 2023, followed by some detail on one of the major headlines of 2024, national elections spanning across the globe.

Weight loss wonder drugs have taken the world by storm, but the recent past has seen scepticism for other industries which this new fad may impact.

Post this significant increase in prevailing interest rates and the subsequent horrific return generated by bonds, the question being asked is whether bonds have corrected sufficiently from being an investment that offers “return-less” risk to one that offers sufficient potential reward for the risk involved?

Concentration unpacked through a comparison of the MSCI World Index according to two different weighting methodologies.