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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...
The month of October saw most of the market take a well-received breather from the bearish trend of the preceding months. While there are still many factors at play and many scenarios that could cause a further sell-off in the global markets, it’s encouraging to see...
July was a good month for risk assets in general. We saw some positive signs after months of risk-off behaviour and markets responded accordingly. The Nasdaq saw its best month since 2020, gaining 12.2% during July. From a global perspective, the world is still in a...
It was another rollercoaster month for risk asset investors. Although most global equity indices ended the month only slightly positive, it felt a lot worse. There was no real “winner” when you look at the figures, with the S&P500 returning 0.13%, the ACWI ex-USA...
Words don’t come easy when we look back on all the lives lost due to the COVID-19 pandemic over the past two years and now we watch in dismay as the war in the Ukraine unfolds. We have received questions from our advisors and their clients about the impact of the...
