14 JUNE 2022

14 JUNE 2022

This week’s investment meeting centered around inflation – following the ‘much worse than expected’ inflation numbers out of the US. The team unpacked possible responses from the Fed, and what impacts these could have on markets, especially...
7 JUNE 2022

7 JUNE 2022

This week we provide a short technical analysis summary based on ‘very’ short-term signals, followed by a team effort to discuss our ‘best investment ideas’ considering short-term inflationary pressures, higher developed market bond yields and probability theory on...
MAY 2022 | MARKET & PORTFOLIO COMMENTARY

MAY 2022 | MARKET & PORTFOLIO COMMENTARY

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...
31 MAY 2022 | A FOOT IN BOTH CAMPS

31 MAY 2022 | A FOOT IN BOTH CAMPS

Signals are much more bullish after the week’s upward trend. It’s still very short term in nature and difficult to ascertain if this is a change in trend or just a minor correction with more bearish moves to follow. We observed USD short-term weakness this week, but...
INDEXATION ≠ PASSIVE

INDEXATION ≠ PASSIVE

This article was originally published in the Q2 2022 edition of  Blue Chip Journal. The discussion around passive versus active is an ever-evolving debate that for some has come to the point of “agree to disagree”. Unfortunately, many market participants see all...