MAY 2022 | MARKET & PORTFOLIO COMMENTARY

MAY 2022 | MARKET & PORTFOLIO COMMENTARY

It was another rollercoaster month for risk asset investors. Although most global equity indices ended the month only slightly positive, it felt a lot worse. There was no real “winner” when you look at the figures, with the S&P500 returning 0.13%, the ACWI ex-USA...
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...
APRIL 2021 | SA MARKET & PORTFOLIO COMMENTARY

APRIL 2021 | SA MARKET & PORTFOLIO COMMENTARY

There has been a sharp recovery in equity prices since November 2020 when Biden was elected as president and implemented a huge stimulus package for the US, plus there has been great optimism about the Covid vaccine roll-out in developed markets. Local equity markets...