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....
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...
There is a number of fables and fairy tales which relate the story of a fictitious person falling unconscious for both innocent and nefarious reasons, spending a while out of commission and then waking to a different world. To limit this 4th quarter report to only the...
2020 will be remembered as one of the more remarkable years in history, with financial markets being no exception. Global equities delivered 21.75% over 2020, ending the turbulent year on a high – with a conclusive outcome to the US Elections in November, the...
