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2020Q3 Quarterly Commentary -  GLOBAL V3

2020Q3 Quarterly Commentary -  SA with MDDs Final

As we head into the last quarter of what can only be described as a challenging 2020, the divergence…

Market and Economic Update - September 2020

Recent media coverage once again has raised concerns about the possible introduction of a policy by government…

A mountain of debt and load-shedding. These are two things at Eskom that concern South Africans most.…

In this first episode of "The Doctor is on the Money" Professor Adrian Saville answers the…

Best that we advise those who know they are implicated in criminal activities during the Zuma years to…

Cyril Ramaphosa has written directly to ANC members, outlining detailed steps the party must take to…

The story: Enoch Godongwana says the ANC is not proposing that pension funds be used to bail out state-owned…

Update on market and economic developments...

There is palpable anger in the land about corruption. The anger is largely focused on what the ANC is…

Markets were broadly buoyed by news of encouraging earnings reports, EU stimulus and successful phase…

July was another positive month for South African Investors from a return perspective. SA equity continued…

(1 of 4) After the tumultuous coronavirus-driven crash of Q1 2020, the second quarter provided just as…

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In a time of intense contestation on the correct economic policy for South Africa, economists from the…

Globally, markets performed well as economies reopened and economic activity started to pick up. Equity…

Market and Economic update June 2020...

Bucket strategies are an alluring alternative for financial advisers building drawdown portfolios in…

It’s as if South Africa’s downgrade to junk never happened...

GLOBAL UPDATE Markets continued their upward trend during May as a number of developed market countries…

LOCAL UPDATE Hi All, Domestic portfolios have just been rebalanced to incorporate our latest strategic…

IT HAS BEEN A TOUGH FEW YEARS FOR SOUTH AFRICAN INVESTORS. The South African economy has been under severe…

Ninety One - Update on market and economic developments...

Below is an update on the SA equity market, since their lows until April month end, markets up over 30%....

The world continues to be on a learning path and feeling its way out of the period of “global lockdown”...

Cash costs money over the longer term. Loss aversion is a powerful concept in behavioural finance, first…

The first quarter has given us plenty to talk about and in the video included here you can tune in to…

The new coronavirus has knocked the stuffing out of the world’s economy....

The word unprecedented has become commonplace and what happened in oil markets onMonday was another such…

Q1 2020 is a quarter that no-one across the globe will ever forget, even though most of us would certainly…

Please click here to view the PortfolioMetrix Market Wrap...

Our Multi-Manager team produced the below graph...

Should you wish to access a recording of the webinar, please do so via the following link here...

The inevitable has now finally happened...

The corona crisis is fast moving, so we’ll communicate as frequently as need be...

The CSIR (Council for Scientific and Industrial Research) has updated its data on load shedding...

The last few days have been extreme on several fronts...

In six short weeks Covid-19, initially a regional epidemic confined largely to the Hubei district in…

2019 was a year of uncertainty, however, investors were rewarded for staying invested in risky assets...

Maintaining composure in turbulent markets is not easy. Doing so when events take us into unchartered…

The news of an outbreak of coronavirus (COVID-19) has been very topical since mid-January but the negative…

We’re one month into 2020 and the year is already shaping up to be an eventful one...

Changing the Constitution to allow for expropriation without compensation has certainly ignited South…

While South African investors were faced with a challenging local macroeconomic environment in 2019,…

Residential landlords may have to accept lower rentals on lease renewals as more flats and townhouses…

I sometimes get asked why a lot of our commentary is focussed on the global environment as opposed to…

According to 2018 research from the Nobel Prize-winning economist Angus Deaton, based on data collected…

"Just do something" is the cry now rising from all over South Africa...

Labour unions that oppose the government’s plans to ...

Following the strong rebound across all asset classes in the first quater, performance in this second…

I have been getting really angry about how the South African press is being used by media-savvy operators…

In 1921 when the South African Reserve Bank (SARB) was founded, it was set up with a private ownership…

Looking at returns for the first quarter, one might be fooled into thinking that the general state of…

The South African economy has struggled to grow and political uncertainty has intensified in the lead…

Fire is a critical tool in veld management...

Several signs indicate that the environment is going to “align perfectly” in favour of emerging…

A legislative amendment to SA expatriate tax law is set to come into effect on 1 March 2020, and to avoid…

The 2018 year has been a real test of faith for most investors – the best part being ...

Whilst the National Assembly is still dealing with a proposed amendment to the Constitution on expropriation…

It has been a good few years for cash...

Unemployment and inequality feed populism and ethnic nationalism, but instant solutions and socialist…

Rising US interest rates were always going to lead to a rising US dollar, and that combination was always…

Everyone seems to be writing about the underlying economic forces driving current market conditions and…

Land expropriation is critical for SA’s future Written by: Kevin Lings, Chief Economist at Stanlib…

That famous breakup line which I heard way too many times as a teenager, but never really believed may…

Market uncertainty and looming trade wars in the midst of the longest bull market in history on the S&P500…

The fundamental question of politics in most places and times can usually be reduced to this query...

Jaco Pretorius, CEO of Ensimini Financial Services, says that although the introduction of the clean-break…

May survey finds President more highly rated than opposition politicians or inernal party rivals

The ANC will be on trial as public hearings into state capture kicks off, but the final test will rest…

JOHANNESBURG — When alerts and tweets started buzzing on Tuesday night about President Cyril…

Below is a link to a talk that Max du Preez gave a at a recent investment roadshow, on the implications…

Most investors are familiar with the idea of value investing, or simply put a “buy-them-low, sell-them-high”…

  Cape Town – Liberty Holdings CEO David Munro told reporters on Sunday evening that it was…

On May 31, the same day the Trump Administration announced steel and aluminum tariffs against the European…

Through a rapid period of political transformation, South Africa has emerged from staring down the barrel…

The National Forum for Dialogue on Land Reform, held at the at the end of March in Johannesburg, was…

Every investor would have heard of equity and listed property referred to as ‘risk assets’.…

Around diner tables and water coolers, everbody's talking about Bitcoin, blockchains, mining and…

After the ascent of Cyril Ramaphosa, several members of the commentariat suggested that this would put…

Over the past decade, the idea of turning to external experts for investment proficiency has gained exponential…

“A leopard can’t change its spots” is a saying entrenched in the belief that a person’s…

Fate of the Nation author and human rights fundi, Jakkie Cilliers, reckons Cyril Ramaphosa in his currently…

CAPE TOWN - Here’s a cold voice of reason and logic that cuts through the circulation-boosting…

1. Is a downgrade to junk status a buying opportunity for government bonds? The event of the downgrade…

Bloomberg news agency recently published an article stating that South African bonds were now seemingly…

Strategising for growth  BUDGET 2017/2018 SUMMARY OF MAJOR FEATURES  Tax proposals …

Through two world wars, the Great Depression and relentless redrawing of national boundaries since 1900,…

The South African Minister of Finance, Pravin Gordhan, delivered a tough budget for 2017/2018, highlighting…

  With Donald Trump emerging victorious in the US presidential race, many investors may be thinking:…