The final quarter concluded a calendar year in which most investors in funds with longer-term investment horizons saw their savings increase by double-digit nominal returns, resulting in above-average real returns. The US equity market continued to appreciate...
The final quarter concluded a calendar year in which most investors in funds with longer-term investment horizons saw their savings increase by double-digit nominal returns, resulting in above-average real returns. The US equity market continued to appreciate...
Although this overview is aimed to communicate our asset class views and positioning, we cannot ignore the importance of the challenge and grief we all deal with at present due to the COVID-19 pandemic. Extraordinary times indeed The COVID-19 pandemic has now left...
The S&P 500 gained 14.4% for the 6 months to 30 June 2021. This is the second biggest 6-month gain in performance in the past 21 years. The MSCI AC World Equity Index gained 12.3% over this period. Global bonds experienced a negative return (-2%) for the year to...
It is pleasing to report that the JSE ALSI Index returned 13.2% for the 6 months to 30 June 2021, outperforming the S&P 500 return of 11.79% and providing the best start to a year since 2007. The Rand strengthened by 2.36% to the US Dollar over the period. The...
