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17 May 2022anemptytextllineThe market is pricing in a lot of bad news, which is reflected in the performance of all major asset classes. We look at reasons why investors should stay the course and remain invested.
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11 May 2022anemptytextllineMajor US indices recorded big losses for the month, while European and Chinese equity markets continued to struggle. .
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11 Apr 2022anemptytextllineIt was a turbulent start to the year with the tech sell-off in January, followed by the Ukraine crisis in February. What else happened during the first quarter of 2022?
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8 Apr 2022anemptytextllineMajor US indices recorded good gains for the month, while European and Chinese equity markets struggled. South African equity markets once again managed to advance slightly.
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6 Apr 2022anemptytextllineIts aim is to give us, and you, greater insight into some of the thought processes that drive managers’ investment decisions enabling us to better understand and interpret managers’ performance and positioning.
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5 Apr 2022anemptytextllineThis is the second article in a two-part series on rising interest rates. We will look at the impact that rising interest rates will have on the different asset classes and on the way we position portfolios.
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16 Mar 2022anemptytextllineThis is the first article in a two-part series on the current rising interest rate environment, to provide some context on the path of interest rates, how we arrived here and where we are headed.
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8 Mar 2022anemptytextllineMost nations ended the month in negative territory, but once again South African markets showed resilience and advanced.