Why all the interest in interest rates?
May 23, 2022
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.
Looking through the noise and seeing the wood from the trees!
May 17, 2022
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.
April 2022 economic review
May 11, 2022
Major US indices recorded big losses for the month, while European and Chinese equity markets continued to struggle. .
Events that moved the market Q1 2022
Apr 11, 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?
March 2022 economic review
Apr 8, 2022
Major US indices recorded good gains for the month, while European and Chinese equity markets struggled. South African equity markets once again managed to advance slightly.
The 2022 Budget Survey
Apr 6, 2022
Its aim is to give us, and you, greater insight into some of the thought processes that drive managers’ investment decisions enabling us to better understand and interpret managers’ performance and positioning.
Part 2: The impact of rising policy rates on asset classes
Apr 5, 2022
This is the second article in a two-part series on rising interest rates. We will look at the impact that rising interest rates will have on the different asset classes and on the way we position portfolios.
When markets fall…
Mar 22, 2022
What are investors to do? The short answer – absolutely nothing! Possibly the most difficult and challenging thing to do, because we are hard-wired to want to do something. But doing nothing at a time like thisare the time-proven strategies.
Part 1: What’s in store for Interest Rates?
Mar 16, 2022
This is the first article in a two-part series on the current rising interest rate environment, to provide some context on the path of interest rates, how we arrived here and where we are headed.
February 2022 economic review
Mar 8, 2022
Most nations ended the month in negative territory, but once again South African markets showed resilience and advanced.