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OCTOBER 2021 I SA MARKET & PORTFOLIO COMMENTARY

OCTOBER 2021 I SA MARKET & PORTFOLIO COMMENTARY

US stocks remain around all-time peaks and the JSE recovered during October. Coronavirus treatments, easing travel curbs and the recent approval of a $550 billion US infrastructure bill have aided sentiment. Key central banks have also indicated they plan to scale...
SEPTEMBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

SEPTEMBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

Capital markets experienced a sell-off in September due to factors including inflation fears, China corporate bond payment defaults, higher US bond yields and a developed market energy crisis. Global inflation remains elevated with signs of a slowdown in the US, China...
OCTOBER 2021 I SA MARKET & PORTFOLIO COMMENTARY

SEPTEMBER 2021 I SA MARKET & PORTFOLIO COMMENTARY

Capital markets experienced a sell-off in September due to factors including inflation fears, China corporate bond payment defaults, higher US bond yields and a developed market energy crisis. Global inflation remains elevated with signs of a slowdown in the US, China...
VIDEO: Q3 2021 ASSET ALLOCATION VIEWS

VIDEO: Q3 2021 ASSET ALLOCATION VIEWS

Head of Portfolio Management, Roeloff Horne, discusses our asset allocation views against the Q3 2021 macroeconomic environment.         Download: Q3 2021 Asset Allocation Views The value of investments and the income from them may vary and you may...
SEPTEMBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

AUGUST 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

It’s still an uncertain world with the Delta variant of COVID -19 continuing its destructive path. It is very clear that most emerging markets are struggling to find the means to grow their economy through these tough times. Although the developed countries are way...