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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 Commodities Shift: The team views the commodity rally as a structural,...
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 Risk-On Stance: Team maintains a risk-on approach, slightly increasing exposure...
Global Market Overview Global markets entered November navigating a complex environment defined by slowing economic momentum, divergent monetary policy expectations, and an increasingly visible rotation across sectors and styles. Developed market equities delivered...
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 Performance Review: SA-focused funds outperformed global-focused ones, driven by...
