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Chief Investment Officer, Roeloff Horne, has been featured in the annual Citywire South Africa Star Selectors edition. In this piece, he offers insight into our investment outlook — including perspectives on the South African landscape, our approach to risk...
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 Market at a Critical Juncture: Global equities are testing key support levels...
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 Global equities are losing momentum. The NASDAQ is testing a critical support...
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 SA Property Upgraded: Nedbank research upgraded SA Listed Property to...
Global Market Overview Global equity markets extended their winning streak in October, supported by widespread optimism around the ongoing global monetary easing cycle, a resilient corporate earnings season, and easing inflationary pressures across major developed...
