Latest / The Investment Perspective, with Ninety One
#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors
After a turbulent start to the year, 2025 is evolving into a year of opportunity. Malcolm Charles unpacks the key drivers of the bond market and dives into two significant events for South Africa: Budget 3.0 and President Ramaphosa’s recent meeting with Donald Trump. He explores what these developments could mean for the economy, markets, and sets out their positioning.
Hosted on Acast. See acast.com/privacy for more information.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.