South African (SA) risk assets performed strongly in the last month of the year, led by SA property. Global markets…
Commentary
![December 2021 Global Investment Commentary](http://www.scainsure.co.za/wp-content/uploads/zach-reiner-hW11fwjzVfA-unsplash-418x315.jpg)
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](http://www.scainsure.co.za/wp-content/uploads/markus-spiske-IiEFmIXZWSw-unsplash-418x315.jpg)
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](http://www.scainsure.co.za/wp-content/uploads/rainy-rain-umbrella-weather-17739-418x315.jpg)
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](http://www.scainsure.co.za/wp-content/uploads/pexels-snapwire-34950-418x315.jpg)
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](http://www.scainsure.co.za/wp-content/uploads/micah-hallahan-Kb-Cpr5dZXo-unsplash-418x315.jpg)
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](http://www.scainsure.co.za/wp-content/uploads/pexels-george-becker-131616-418x315.jpg)
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](http://www.scainsure.co.za/wp-content/uploads/pexels-torsten-dettlaff-67101-418x315.jpg)
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](http://www.scainsure.co.za/wp-content/uploads/fred-moon-VuW0LrCrnko-unsplash-418x315.jpg)
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](http://www.scainsure.co.za/wp-content/uploads/sandie-clarke-q13Zq1Jufks-unsplash-418x315.jpg)
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…