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“It took us just under 18 months to really get to grips with the hedge funds that are available, how they differentiate, and to do the maths behind how they would correlate and reduce volatility when you put them together.” Portfolio Manager, Jacques De...
The temporary easing of US-China tariffs triggered a rally across risk assets, while softer inflation data globally reinforced hopes for a policy pivot by major central banks. However, the spectre of stagflation remained close at hand in key developed markets, and...
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS South African assets have outperformed recently but the economic fundamentals...
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Gold and platinum stocks showing potential upside, with supply constraints and...
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Emerging markets and global value stocks currently outperforming growth style...
