News

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.

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.

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

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?

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.

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.

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.

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.

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.

Most nations ended the month in negative territory, but once again South African markets showed resilience and advanced.