INSIGHTS

MAY 2021 | SA MARKET & PORTFOLIO COMMENTARY

What an incredible year it has been since the advent of Covid-19 in capital markets. The global...

What an incredible year it has been since the advent of Covid-19 in capital markets. The global...

“Double, double, toil and trouble” … Or, at least, so it seems. Listed property has been cast...

There has been a sharp recovery in equity prices since November 2020 when Biden was elected as...

There has been a sharp recovery in equity prices since November 2020 when Biden was elected as...

The major driver of short-term volatility in markets is the expectation of higher US inflation....

The major driver of short-term volatility in markets is the expectation of higher US inflation....

The market volatility continued in February. Volatility can be interpreted as a negative, but we...

Are we likely to see the next growth phase of ESG investing in a post Trump world? Increasing...

There is a number of fables and fairy tales which relate the story of a fictitious person...

2020 will be remembered as one of the more remarkable years in history, with financial markets...

Head of Institutional Asset Consulting and Optimization, James Downie, features in Blue Chip...

Poor returns on the Johannesburg Stock Exchange (JSE), in particular over the past 5 years, have...

This week's comment is a purely personal take on the state of the investment markets. The...

Many South Africans, particularly older ones, rely on the interest earned from their investments...

A ‘Labour Day / May Day’ global celebration lies ahead on Friday. The world, however, is a very...

To say that there have been significant moves in markets and societies in the recent fortnight...

We are all understandably nervous, scared and unsure of the future both in our personal lives...

Global equity markets and commodity prices are experiencing one of their worst drawdowns in the...

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