"Tariffs hikes are stagflationary – they increase the probability of an economic slowdown while putting upward pressure on prices. This time is no different."
Torsten Slok, Chief Economist, Apollo
“One dog that hasn’t barked this year is the credit market. High-yield spreads, on both sides of the Atlantic, suggest concerns about defaults are very low.”
John Authers, senior editor for markets and Bloomberg Opinion columnist
"Emerging Markets are undervalued. They are underrepresented. Potentially a blind spot in many portfolios."
Werner (Vern) du Preez, Investment Specialist, Orbis Investments
"The key risk to oil prices is any spillover effects that the war may have on the oil market itself. Geopolitical events typically have short-lived market impacts unless oil infrastructure is damaged.”
Chris Holdsworth, Chief Strategist, Investec Wealth & Investment International