Explaining market and asset correlations and their impact on investments
Despite the geographical distance between countries, global markets are more interconnected than ever before, which is creating closer correlations between global financial markets, economies, sectors and companies. Read more here.
Does AI offer growth potential beyond the hype cycle?
Despite recent market volatility and concerns about a tech bubble, the potential for AI growth goes beyond the hype cycle. With investments from major tech companies and the continued development of AI applications, there are multiple profit opportunities and long-term prospects in this evolving field.
This week’s sector and stock focus
Sector focus: Steel
Stock focus: Pick n Pay
Analysing Markets
Complementing fundamental and technical analysis with sentiment analysis can reinforce certain views, which traders and investors can express through easy-to-use trading platforms like Clarity, by Investec.
What are defensive assets and how can they protect your portfolio?
In uncertain global markets, investors are advised to protect their portfolios by shifting towards defensive assets. These assets, such as defensive stocks and the US dollar, offer stability and downside protection during volatile times, reducing overall risk exposure.
