A strong month for global markets broadly benefitted South African (SA) asset classes. However, under a continued cloud of loadshedding…
Commentary
January 2023 Global Investment Commentary
A new year brought better fortune to global markets. Inflation falling in-line or more than expected prompted hope that central…
December Local Investment Commentary
South African (SA) equities outperformed global equities as the rand continued to strengthen in December supporting local assets. SA property…
December Global Investment Commentary
December saw a bit of a retracement of the jubilation from November. Major developed market central banks delivered 0.5% interest…
Announcement - PSG Waterfall
Our firm began its professional practice in 2004 and 19 years later we are very excited to take it to…
November Local Investment Commentary
South African (SA) asset classes had a particularly strong month in November comfortably outperforming their global counterparts. SA equities rose…
November Global Investment Commentary
November saw markets breathe a sigh of relief. Major developed market central banks delivered large interest rate hikes as expected,…
October Local Investment Summary
Markets recovered in October despite relatively poor economic news, high inflation readings and continued increases in interest rates. In rand…
October Global Investment Summary
October saw economies continuing to experience stubborn and/or rising inflation and with the prospect of low to no growth in…