July 2022 Economic Review

Global markets rebounded in July. The US equity market got back to winning ways. The UK and European equity markets followed the US in July, while Chinese equity markets were a negative exception this month.

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Events that moved the market Q2 2022

It was a turbulent start to the year with the tech sell-off in January, followed by the Ukraine crisis in February. What else happened during the first quarter of 2022?

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June 2022 Economic Review

June further exacerbated the poor first half of the year experienced by most global markets. The US equity market posted its worst first-half of the year in more than 50 years. The UK and European equity markets followed the US in June, while Chinese equity markets were a positive exception for the month.

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Please switch off all unnecessary appliances…!

Looking at how little South African citizens are getting from government lately - not only those who have been forced to privatise basic services, but everyone in SA – that feeling of equal misery is glaringly evident. Yet, even as we scramble to make sure our devices are fully charged and that there’s enough fuel to run the generator before the next bout of loadshedding, us Saffers have had our…

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May 2022 Economic Review

Global markets experienced another volatile month in May, with the most extreme swings in recent memory as nearly all asset classes witnessed significant selling in the first half of the month, and bounced back in the last week as investors bought the dip, before ending the month on a subtle note.

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Industry report: Fund manager changes Q1 2022

Please see the Fund Manager Changes industry report that highlights the business and team related changes that occurred during the previous quarter.

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Why all the interest in interest rates?

It is important to remember that inflation is a far greater factor to consider than just how much the prices in your average shopping basket rise. Inflation really is the devil in all the detail, and affects almost everything in an economy from general economic activity, to GDP growth, government finances, and even the performance of the currency.

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Looking through the noise and seeing the wood from the trees!

The market is pricing in a lot of bad news, which is reflected in the performance of all major asset classes. We look at reasons why investors should stay the course and remain invested.

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April 2022 economic review

Major US indices recorded big losses for the month, while European and Chinese equity markets continued to struggle. .

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Events that moved the market Q1 2022

It was a turbulent start to the year with the tech sell-off in January, followed by the Ukraine crisis in February. What else happened during the first quarter of 2022?

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