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....
FEBRUARY 2021 | SA MARKET & PORTFOLIO COMMENTARY

FEBRUARY 2021 | SA MARKET & PORTFOLIO COMMENTARY

The market volatility continued in February. Volatility can be interpreted as a negative, but we view it as an environment where you can use volatility to your advantage. Volatility creates opportunity. In the world we live in with low interest rates and low developed...