Category: General

July saw a big divergence emerge between western developed markets, and Asian and emerging markets. Despite some nervousness around delta…

Hi All, I write this in sympathy with my fellow South Africans as we try to comprehend the scale and…

Emerging markets in general had a difficult month which included South Africa given its high EM beta characteristics. After being…

June delivered generally positive economic news globally as well as good news on the whole in terms of COVID cases…

South African equities and bonds performed strongly for the month with South African bonds the best performing asset class. Unfortunately,…

May saw strong economic data overall, although there were also concerns around the chance of inflation running hot and central…

South African Property comfortably outperformed all other asset classes for the month with global property the second-best performer. Property was…

April was another good month for most economies on the data front, with some very notable exceptions in Japan and…

South African Equity has continued its good run of form, posting a decent 3.5% return over the month of March.…