DECEMBER 2021 | 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...
DECEMBER 2021 | 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...
DECEMBER 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

SEPTEMBER 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

Capital markets experienced a sell-off in September due to factors including inflation fears, China corporate bond payment defaults, higher US bond yields and a developed market energy crisis. Global inflation remains elevated with signs of a slowdown in the US, China...
DECEMBER 2021 | OFFSHORE MARKET & PORTFOLIO COMMENTARY

AUGUST 2021 I OFFSHORE MARKET & PORTFOLIO COMMENTARY

It’s still 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 the developed countries are way...