INVESTMENT STRATEGY OVERVIEW: Q3 2021 / Q4 2021

INVESTMENT STRATEGY OVERVIEW: Q3 2021 / Q4 2021

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 disease. The last quarter saw many market moving scenarios play out...
WALL OF WORRY

WALL OF WORRY

“There’s a wall of worry that markets are trying to climb at the moment. We have an energy crisis, supply chain issues, higher inflation, signs of weaker growth, and lots of talk about stagflation” (Jim Reid, Deutsche Bank investment strategist, 2021/10/03)...
MARCH 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

MARCH 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

The major driver of short-term volatility in markets is the expectation of higher US inflation. The market is expecting a short-term inflation upside surprise, not only due to base effects, but also due to the contributions of higher PGM metal, oil and food prices....
MARCH 2021 | SA MARKET & PORTFOLIO COMMENTARY

MARCH 2021 | SA MARKET & PORTFOLIO COMMENTARY

The major driver of short-term volatility in markets is the expectation of higher US inflation. The market is expecting a short-term inflation upside surprise, not only due to base effects, but also due to the contributions of higher PGM metal, oil and food prices....
ESG INVESTING IN A POST TRUMP WORLD

ESG INVESTING IN A POST TRUMP WORLD

Are we likely to see the next growth phase of ESG investing in a post Trump world? Increasing levels of attention have been given to the style of investing since 1990 when MSCI launched the Domini Social 400 Index (renamed the KLD 400 Index) which according, to MSCI...