RISKY BUSINESS

RISKY BUSINESS

This article was originally published in the May 2022 edition of MoneyMarketing. Most of the benefits a Discretionary Fund Manager (DFM) affords advisers are well known and well documented – from a dedicated investment team running clients’ investments through to the...
MARCH 2022 | MARKET & PORTFOLIO COMMENTARY

MARCH 2022 | MARKET & PORTFOLIO COMMENTARY

It was another month of risk-off behaviour in equity markets in general, but especially in most Emerging Markets. The Russia-Ukraine war is still playing a massive role in risk appetite around the world, with the outcome still highly fluid with any news, positive or...
FEBRUARY 2022 | MARKET & PORTFOLIO COMMENTARY

FEBRUARY 2022 | MARKET & PORTFOLIO COMMENTARY

After an “interesting” start to the year, we were all shocked at the news of events in Russia and the Ukraine. This caused global investors to look for safe havens and the markets to turn risk-off as a consequence. It is only in the resources and energy sector that we...
RUSSIA-UKRAINE ANALYSIS

RUSSIA-UKRAINE ANALYSIS

Words don’t come easy when we look back on all the lives lost due to the COVID-19 pandemic over the past two years and now we watch in dismay as the war in the Ukraine unfolds. We have received questions from our advisors and their clients about the impact of the...
VIDEO: Q4 2021 ASSET ALLOCATION VIEWS

VIDEO: Q4 2021 ASSET ALLOCATION VIEWS

Head of Portfolio Management, Roeloff Horne, discusses our asset allocation views against the Q4 2021 macroeconomic environment.         The value of investments and the income from them may vary and you may realise less than the sum invested. Past...