JANUARY 2022 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

JANUARY 2022 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

‚ÄčThe 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...
JANUARY 2022 | SA MARKET & PORTFOLIO COMMENTARY

JANUARY 2022 | SA MARKET & PORTFOLIO COMMENTARY

‚ÄčThe 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...
JANUARY 2022 | SA MARKET & PORTFOLIO COMMENTARY

AUGUST 2021 I SA MARKET & PORTFOLIO COMMENTARY

It remains an uncertain world with the Delta variant of COVID -19 continuing its destructive path. It is very clear that most emerging markets are struggling to find the means to grow their economy through these tough times. Although developed countries are way ahead...
APRIL 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

APRIL 2021 | OFFSHORE 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. It is interesting to...