South African risk assets could no longer withstand the volatility being felt globally and fell alongside other markets in April.…
Author: scaadmin
April Global Investment Commentary
April saw several familiar themes extend risk-off sentiment in markets. The war in Ukraine sadly continues, China’s COVID outbreak has…
March Local Investment Commentary
South African (SA) growth assets continued to drive SA portfolios with SA property leading the way followed by local equity.…
March Global Investment Commentary
March saw the world coming to terms with the atrocity of war in Ukraine but was heartened by the resilience…
Update: Ukraine and Russias's Crises and effect on SA Portfolio's
The Russia/Ukraine crisis has compounded what was already shaky ground for global markets, with expectations of sustained inflation and higher…
February 2022 Local Investment Commentary
February 2022 will sadly be remembered as the month that Russia invaded Ukraine. As well as the deeply troubling impact…
February 2022 Global Investment Commentary
February 2022 will sadly be remembered as the month that Russia invaded Ukraine. As well as the deeply troubling impact…
Special Report: Analysis of the conflict in Ukraine
Many of you will have spent the last several days riveted to the news – The world remains on edge following the…
January 2022 Local Investment Commentary
South African (SA) asset classes outperformed offshore asset classes meaningfully over the month. Although the market was concerned about inflation…
January 2022 Global Investment Commentary
2022 has been dominated by further concerns around rising inflation and heightened geopolitical tensions surrounding Ukraine. Inflation has risen to…