"We used to call it the Magnificent Seven. Now it’s the Wonderful One."
Sumesh Chetty, portfolio manager at Ninety One
“The rise of BRICS nations signifies a global economic power balance shift. As these countries grow, their influence in international economic and political affairs is expected to increase. While BRICS countries have leveraged their demographic advantages, natural resources, and economic reforms to achieve rapid growth, they must address internal challenges to sustain this momentum.”
Casey Sprake, investment professional at Anchor Capital
“The deluge of liquidity that was brought into the system is now running out.”
Rob Burnett, fund manager at Lightman
“The bar to a hawkish surprise is much higher.”
Nick Hayes, portfolio manager at AXA Investment Management