A difficult month for global markets did not spare South African asset classes, however, both SA property and equity outperformed…
Commentary
September Global Investment Summary
September was a difficult month for investors closing off what has been a volatile quarter and continuing a year characterized…
August 2022 Local Investment Commentary
The South African (SA) equity market fared slightly better than offshore equities in what has been a difficult month for…
August 2022 Global Investment Commentary
August saw another round of central bank rate rises across several economies. Although the US didn’t have a policy meeting,…
July 2022 Local Investment Commentary
In July risk assets outperformed, but the best performers were SA Property, Global Property and Global Equity. These three asset…
July 2022 Global Investment Commentary
July once again saw high inflationary prints across developed markets, this in turn sustained the hawkish approach adopted by the…
June 2022 Local Investment Commentary
The local equity market ended the month slightly ahead of global equities, but this came at a deeper drawdown during…
June 2022 Global Investment Commentary
June saw further central bank rate hikes to combat rising inflation. Investors, however, have been getting more and more concerned…
May 2022 Local Investment Commentary
The local equity market ended the month slightly ahead of global equities, but this came at a deeper drawdown during…
May 2022 Global Investment Commentary
Although the global equity market ended the month relatively flat there was significant intra-month volatility as markets initially fell 6%…