INDEXATION ≠ PASSIVE

INDEXATION ≠ PASSIVE

This article was originally published in the Q2 2022 edition of  Blue Chip Journal. The discussion around passive versus active is an ever-evolving debate that for some has come to the point of “agree to disagree”. Unfortunately, many market participants see all...
JANUARY 2022 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

JANUARY 2022 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

​The year kicked off in familiar fashion as markets continued where they left off in 2021, but only for a little while. Any optimism for an uneventful 2022 was soon squashed as we saw the South African parliament building engulfed in flames, the protests in Kazakhstan...
DECEMBER 2021 | SA MARKET & PORTFOLIO COMMENTARY

DECEMBER 2021 | SA MARKET & PORTFOLIO COMMENTARY

The final quarter concluded a calendar year in which most investors in funds with longer-term investment horizons saw their savings increase by double-digit nominal returns, resulting in above-average real returns. The US equity market continued to appreciate...
JANUARY 2022 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

DECEMBER 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

The final quarter concluded a calendar year in which most investors in funds with longer-term investment horizons saw their savings increase by double-digit nominal returns, resulting in above-average real returns. The US equity market continued to appreciate...
JANUARY 2022 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

NOVEMBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

The end of November showed renewed angst in the market as the Omicron variant of the COVID-19 virus reared its head. The volatility spiked as many countries reacted too hastily in a knee-jerk effort to avoid a catastrophe. Since then, it is believed that the new...