Скачать или смотреть Global rebalancing

As the bubble of US exceptionalism begins to deflate, we'll examine how markets are responding to heightened uncertainty in Washington 🏛️. Despite the S&P 500 still trading 25% above its 150-year trendline, capital flows are diversifying globally for the first time in years. 📈 🌍💸 We’ll consider Germany's fiscal reforms and China's Enhanced Consumption Plan as signs that international markets are finding a new competitive edge. With European stock markets experiencing their best month for foreign inflows in a decade, what should this mean for your investment strategy? 🤔
💬 Plus, we'll review South Africa's budgetary situation in this changing global landscape. Join us for this month’s market and economics webinar!
--------------------------------------------------------------------------------------------------------------------------------------------------------------
📖 Contents

00:00:00 – Introduction
00:01:50 – March 2025: Asset classes in review (ZAR)
00:05:04 – March: Top fund performance
00:07:29 – US exceptionalism is fading but not dead
00:19:38 – US: Lower growth, tariff concerns and tech weakness
00:33:53 – EU: German government spending boosts sentiment
00:41:24 – Chinese stocks rally on economic policy announcements
00:46:95 – South Africa: Budget sees no spending cuts
01:00:16 – Outlook
01:06:31 – Living Annuity Plus Funds
01:09:35 – Q and A
--------------------------------------------------------------------------------------------------------------------------------------------------------------
📰 Articles

🌟 https://www.sygnia.co.za/press/nation...
🌟 https://www.businesslive.co.za/bd/opi...
🌟 https://www.sygnia.co.za/press/sygnia...
🌟 https://www.sygnia.co.za/press/10-tax...

--------------------------------------------------------------------------------------------------------------------------------------------------------------
🤝 Connect

You'll find us on all your favourite social media platforms 👀
Facebook:   / sygniagroup  
X:   / sygnia  
Instagram:   / sygniagroup  
LinkedIn:   / sygnia-asset-management  
--------------------------------------------------------------------------------------------------------------------------------------------------------------