Geopolitical Dynamics — The West Versus The Rest
Portfolio manager Rashaad Tayob and investment professional Linda Eedes engage in a detailed discussion about the evolving geopolitical landscape, focusing particularly on the interplay between the West and the rest. Rashaad highlights the significant role Asia has played in driving global economic growth over recent decades, while also noting the substantial contribution of the technology sector in Western nations to this growth.
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Insights
06 Nov 2025
MARKETS IN A NUTSHELL — FOR OCTOBER 2025
In our monthly podcast, 'Markets in a Nutshell', Linda Eedes breaks down October's market dynamics. She explains why cyclical mining shares pulled back sharply despite rising gold prices and addresses the AI…
04 Nov 2025
MARKETS IN A NUTSHELL — FOR OCTOBER 2025
Investors expecting to be spooked in October left with a sugar rush instead. Despite mounting reasons for caution — stubborn inflation, patchy growth, and the second-longest US government shutdown on record —…