Tag: Stonehage Fleming
Halting globalisation is a key concern for inflation
If globalisation was powerful for disinflation, de-globalisation is the reverse. We have reached peak globalisation. The world has reached the limits of economic and political integration. The result is the partial reversal of one of the most important deflationary forces at play in global economies.
2022 is shaping up to be a year to forget
As capital markets grapple with profound shifts in the macro-economic and geo-political landscapes, for investors, 2022 is turning into a year we’d rather forget. Following relative calm over the South African winter, volatility in bond, equity and currency markets recently returned with a vengeance.
War in Ukraine – time to reconsider nuclear energy?
One unexpected consequence of the war in Ukraine is to boost the case for renewable energy. The simple fact that the crisis has pushed fossil fuel energy prices higher has certainly highlighted the economic arguments. From the point of view of energy security and resiliency too, the crisis seems to accelerate further the timeline of adoption.
Advisers and family offices should collaborate, not compete
The services of financial advisers and family offices should not be regarded as mutually exclusive. On the contrary, South African ultra-high net worth (UHNW) clients may benefit greatly from collaborations that align both domestic and global servicing opportunities, while encompassing their inter-generational footprint.
