OCTOBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

OCTOBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

US stocks remain around all-time peaks and the JSE recovered during October. Coronavirus treatments, easing travel curbs and the recent approval of a $550 billion US infrastructure bill have aided sentiment. Key central banks have also indicated they plan to scale...
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...