It was a busy week with Roeloff and George attending asset manager presentations in London and Jacques attending the CityWire Conference at Fancourt. Many views were shared and collectively we had exposure to more than 40 manager presentations over two weeks. Jacques...
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...
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...
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...
It was another week of risk-off behaviour in global markets. Although we saw a slight bounce back for most indexes, it’s still mostly bears roaming throughout our technical analysis charts. Also continuing its form of the last month; the US Dollar remains in a...
What was predicted to be a short meeting turned into a very interesting debate. We went over technicals and saw the downturn in equity markets continue from last week. There was also more strength for the US Dollar on the back of a global risk-off market. The major...
