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Globally quite a bit has changed over the past few months and since our last strategy note. In our view there are two critical changes to be aware of. Firstly, the current and future inflation prospects in the US and globally have kicked up considerably higher, hence...
After an extraordinary JSE All Share Index 12% positive year to date return and 41% bounce off the lows of the Covid-19 induced sell off, many investors are querying whether there is still an upside? Our starting point is to question whether there is any upside left...
“Double, double, toil and trouble” … Or, at least, so it seems. Listed property has been cast the villain of the South African asset classes for some time now, and maybe for good reason. Since the news broke of the alleged resilient misdealings late in 2017, it has...
