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GLOBAL OVERVIEW In September, global stock markets witnessed a decline due to cautious statements from central bankers that undermined investor confidence. This decline was further exacerbated by the ongoing surge in crude oil prices, with West Texas Intermediate...
The month of July saw some interesting moves by Central Banks with a subsequent weakening of the US Dollar. This, in contrast to May and June, made local assets look relatively good versus their global peers especially when measured in USD terms. So, the main drivers...
Head of SA Portfolio Management, Roeloff Horne, has been included in Citywire’s Star Selectors feature. In the 2022 edition SA’s top fund selectors addressed how they constructed portfolios through the challenges of the year, how the lessons of 2020 and...
This article was originally published in the May 2022 edition of MoneyMarketing. Most of the benefits a Discretionary Fund Manager (DFM) affords advisers are well known and well documented – from a dedicated investment team running clients’ investments through to the...
