DiscoverThe Investment Perspective, with Ninety One#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors
#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors

#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors

Update: 2025-05-28
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After a turbulent start to the year, 2025 is evolving into a year of opportunity. Malcolm Charles unpacks the key drivers of the bond market and dives into two significant events for South Africa: Budget 3.0 and President Ramaphosa’s recent meeting with Donald Trump. He explores what these developments could mean for the economy, markets, and sets out their positioning.

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#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors

#31 Budget 3.0, Trump and bonds – what lies ahead for fixed income investors