PROSPECTS FOR SOUTH AFRICAN EQUITIES IN 2022

PROSPECTS FOR SOUTH AFRICAN EQUITIES IN 2022

Globally quite a bit has changed over the past few months and since our last strategy note. In our view there are two critical changes to be aware of. Firstly, the current and future inflation prospects in the US and globally have kicked up considerably higher, hence...
DECEMBER 2021 | SA MARKET & PORTFOLIO COMMENTARY

DECEMBER 2021 | SA 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 | SA MARKET & PORTFOLIO COMMENTARY

NOVEMBER 2021 I SA MARKET & PORTFOLIO COMMENTARY

The end of November showed renewed angst in the market as the Omicron variant of the COVID-19 virus reared its menacing head. Volatility spiked as many countries reacted too hastily in a knee-jerk effort to avoid a catastrophe and South Africa bore the brunt of it. We...
DECEMBER 2021 | SA MARKET & PORTFOLIO COMMENTARY

OCTOBER 2021 I SA MARKET & PORTFOLIO COMMENTARY

US stocks remain around all-time peaks and the JSE recovered during October. Coronavirus treatments, easing travel curbs and the recent approval of a $550 billion US infrastructure bill have aided sentiment. Key central banks have also indicated they plan to scale...