Markets are under pressure. Periods of uncertainty create doubt even when we know the discipline and process that's required to show positive long-term results. Being able to weather these uncomfortable periods allows our specialists the time and trust to pick and choose positions which will be rewarding in the long-term.
Read MoreMay saw us enjoy a somewhat more normal month in SA. On the positive side, Covid numbers have completely disconnected from an infection/death perspective. Regulations around mask wearing and more desperately need to be dropped. From a markets perspective, with inflation on the move and central banks raising rates, it seems we have entered a more volatile period.
Read More2022 is proving to be a testing year so far for investors. As you hopefully know by now, we exclusively build long-term investments, in the full knowledge that uncertainty and volatility will present from time to time. These events are not ifs, but when’s and are an expected and even common occurrence on investment journeys…
Read MoreIt sure is difficult to comprehend the consistency with which KZN has been hit by unreal events. Us Durbanites were already tough cookies, so these events can only make us stronger! The markets continue to be jittery, especially with the uncertainty around Russia / Ukraine as well as energy prices worldwide. Brendan shares more in this piece. Enjoy!
Read MoreI had the most amazing chat with a Russian over a Chess app (Nerd alert 🤓). Each player has their national flag next to their name, and when I saw the Russian flag, I typed "Say no to war" in the chat section, to which he replied "F#*k Putin".
Read MoreWhat is the likelihood one can call important events with any degree of timing and accuracy, to the extent it could meaningfully move one’s investment portfolio? A difficult pursuit, no doubt! In my view, this is not the actual challenge. You see, very little can be done to sway these external tides. Too much is outside of our control. So, what is in our control?
Read MoreRunning wealth management strategies means we spend a good chunk of time discussing money and what it does for us. And the what it does for us is the crux. This tool called money needs to be managed in a way that compliments and empowers us. And so it sits with us to understand our habits and our routines. Therein lies our opportunity!
Read MoreOur last Monthly for the year! Difficult to believe it is nearly Christmas, but still, what a wonderful time of the year. Wishing you a safe and restful Christmas period, and a wonderful start to 2022. More great content from Brendan, below.
Read MoreTime for another monthly update. As always, we've put together a snapshot of market insights from PortfolioMetrix to bring you an overview of where your investments are headed. Here's your October 2021 update!
Read MoreTime for another monthly update. As always, we've put together a snapshot of market insights from PortfolioMetrix to bring you an overview of where your investments are headed. Here's your September 2021 update!
Read MoreWe are finding a really sound rhythm following the pure quantum of change we all got slapped with in the past year and a half. All calls we make are with sustainability in mind! Interestingly enough, business over the period is up nearly 25%, putting us in a fascinating position. I have paid special attention to shortfalls in the business and have worked hard to resolve the following…
Read MoreAn interesting part of unpacking client strategies is exploring the foundations off which decisions are made. Yes, we manage money, but money is managed by humans, and so most of our work involves helping people understand why they make certain decisions, and how those decisions are helping or hurting them.
Read MoreThe last few days here have been a complete blur. From what seemed like small and scattered opportunistic looting, to truly tragic events over the days that followed. These are my observations and thoughts on the fear and the welling of hope that I am seeing in my hometown of Westville
Read MoreEach fresh serving of rolling blackouts triggers the same reflex. It’s upsetting. We can feel our confidence in South Africa’s leadership reverse just a little bit more. We’re into year 14 of this now with no short-term end in sight. So where does this leave us?
Read MoreF&A is a huge part of who I am, in the sense that: it is me trying to take the model answer/s I believe in and build them outside of myself, beyond all boundaries, so that they may survive me. I have worked hard to have the business reflect 2 core values I believe to be non-negotiable…
Read MoreFollowing the markets bottoming a year ago, circa 23 March 2020, many of us were deeply unsettled. Happily, the recovery has been superb, with double digit returns on all portfolios up to 31 March 2021.
Read MoreA year ago, SA had announced its first COVID-19 cases, and by all accounts was gearing up to a response as it came to terms with a rapid spreading pandemic. Who knew what to expect?! This is how we handled this last year for our clients, and our business.
Read MoreThe second COVID wave in SA is swiftly reducing. Although there are mixed reports around South Africa’s acquisition and speed of distribution of the vaccine, it seems probable that this year should see a gradual return to normal. Globally, in jurisdictions with more rapid vaccine rollouts, this should be even quicker.
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