Benguela Global Market Perspectives | Oil, Rates and the AI Trade by Zwelakhe Mnguni

In this latest Market Perspectives thought piece, Benguela Global Fund Managers examines the three forces reshaping global markets: geopolitical tensions driving oil prices, diverging monetary policy paths, and the evolving AI investment landscape. The article explores what these developments mean for investors and why quality, cash flow and valuation discipline remain critical in today’s environment.

Written by Benguela’s Chief Investment Officer, Zwelakhe Mnguni.

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