South African (SA) risk assets performed strongly in the last month of the year, led by SA property. Global markets…
Author: scaadmin
December 2021 Global Investment Commentary
The last month of 2021 saw more risk-on sentiment, despite Omicron cases in the UK and the US rising sharply.…
November 2021 Local Investment Commentary
South African (SA) asset classes generally held up well over the month, considering the environment, with global unhedged bonds the…
November 2021 Global Investment Commentary
November proved to be a volatile month in general. A new Covid variant (Omicron) was discovered, prompting global growth concerns…
October 2021 Local Invesment Commentary
Global risk assets drove performance in rands for South African (SA) investors over the month. The rand did weaken slightly…
October 2021 Global Investment Commentary
October was broadly a positive month for markets. Q3 earnings season in the US provided a boost to the market…
September 2021 Local Investment Commentary
September saw the spillover of global risks into South African asset classes with local bonds selling off and the rand…
September 2021 Global Investment Commentary
September was an interesting month for markets, which initially took fright at wobbles within the large and systemically important Chinese…
August 2021 Local Investment Commentary
South African (SA) property had a strong month comfortably outperforming all asset classes. This was followed by SA equity which…
August 2021 Global Investment Commentary
Data released in August appeared to indicate that countries whose economies reopened earlier have just started to have the foot…