South African (SA) equity was the best performing local asset class with the Resources sector masking the fall in Naspers…
Author: scaadmin
July 2021 Global Investment Commentary
July saw a big divergence emerge between western developed markets, and Asian and emerging markets. Despite some nervousness around delta…
KZN and Gauteng Unrest by Brandon Zietsman, CEO PMX
Hi All, I write this in sympathy with my fellow South Africans as we try to comprehend the scale and…
June 2021 Local Investment Commentary
Emerging markets in general had a difficult month which included South Africa given its high EM beta characteristics. After being…
June 2021 Global Investment Commentary
June delivered generally positive economic news globally as well as good news on the whole in terms of COVID cases…
May 2021 Local Investment Commentary
South African equities and bonds performed strongly for the month with South African bonds the best performing asset class. Unfortunately,…
May 2021 Global Investment Commentary
May saw strong economic data overall, although there were also concerns around the chance of inflation running hot and central…
April 2021 Local Investment Commentary
South African Property comfortably outperformed all other asset classes for the month with global property the second-best performer. Property was…
April 2021 Global Investment Commentary
April was another good month for most economies on the data front, with some very notable exceptions in Japan and…
March 2021 Local Investment Summary
South African Equity has continued its good run of form, posting a decent 3.5% return over the month of March.…