JULY 2022 | MARKET & PORTFOLIO COMMENTARY

JULY 2022 | MARKET & PORTFOLIO COMMENTARY

July was a good month for risk assets in general. We saw some positive signs after months of risk-off behaviour and markets responded accordingly. The Nasdaq saw its best month since 2020, gaining 12.2% during July. From a global perspective, the world is still in a...
GLOBAL MACROECONOMIC OVERVIEW INVESTOR UPDATE | AUGUST 2022

GLOBAL MACROECONOMIC OVERVIEW INVESTOR UPDATE | AUGUST 2022

Head of Portfolio Management, Roeloff Horne, provides a global macroeconomic update to assist our advisers in distilling the current market climate for their clients. We discuss the following topics: The change in the global investment landscape Short term scenarios...