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RSA unexpectedly keeps rate hikes on hold, despite a hotter inflation print - it's all about the higher price of oil, with no end in sight to Trump's Middle East war.
Underlying softness in economies may be masked by robust markets, especially around AI. This week, we look at a bit at how to get exposure to 'momentum' without substantially increasing volitility and risk.
This week, we spend a bit of time looking at the 'unwinding' of the very popular 'value ' investment philosophy and where AI and related investments are taking us. We also discuss RSA's immigration problem against the backdrop of a better economic outlook.
ETFs are so popular, consume so much 'new' money that they have the power not just to track but move markets. Everyone is still waiting to call the top of the AI bubble- how much longer can it last? This podcast is based on our popular newsletter, sign up at www.rexsolom.co.za