"To some extent, US bonds are now the epicentre of risk. They have become the transition mechanism of the concerns of the policy agenda of Donald Trump."
John Stopford, portfolio manager at Ninety One
“The best way to lose money is to overpay for an asset.”
Kutisker-Jacobson, portfolio manager at Allan Gray
“The tech supply chain is ultimately one big call, that being AI capex spend.”
Rajiv Jain, CIO of GQG Partners
“Market extremes are obvious, but unfortunately only obvious after the event. Once the extreme has been extinguished, we can happily carry out a post-mortem on the irrationality that led to it, typically ignoring the fact that for the extreme to have existed, many people must have considered it to be justified at the time.”
Joe Wiggins, financial author