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The month of April was a relatively good month for risk assets in general, with no meaningful difference between returns of the various indices. Looking at the global space, returns were muted when looking in US Dollar terms. This was, in part, because of the...
March was a turbulent month for global markets and a difficult one for local risk assets. Global risk assets did well in March (in US Dollar terms) despite the US Dollar being heavily on the back foot. Both developed and emerging markets gained in March ending month...
Head of Portfolio Management, Roeloff Horne, provides a global macroeconomic update to assist our advisers in distilling the current market climate for their clients. We discuss the following topics: The change in the global investment landscape Short term scenarios...
This article was originally published in the Q2 2022 edition of Blue Chip Journal. The discussion around passive versus active is an ever-evolving debate that for some has come to the point of “agree to disagree”. Unfortunately, many market participants see all...
The year kicked off in familiar fashion as markets continued where they left off in 2021, but only for a little while. Any optimism for an uneventful 2022 was soon squashed as we saw the South African parliament building engulfed in flames, the protests in Kazakhstan...
