We have seen another subtle adjustment within our local portfolios which accommodates for risk management vs. buying opportunities. These adjustments are not overhauls of strategy but rather minor tactical corrections as we chart the course and ultimately manage the risk for each individual mandate we run.
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 May 2023 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 April 2023 update!
Read MoreOur Quarterly Commentary aims to carry and share the bulk of our reflections and analysis of the previous quarter. We have aimed to provide different ways of working through an entire Quarter’s worth of news and data including video feedback sessions, presentation slides, and commentary documents for SA and Global markets and portfolios.
Read MoreApril is a staggered month with public holidays and interruptions and we have taken this broken time to carefully map the coming 12 months out. I hope to share our views on South Africa, a sustainable model for living here, and our updated vision and mission over the coming months with you! For now, please check out the below monthly piece from Brendan.
Read MoreWhat a fascinating world we live in! No matter where you look, there is noise, and not much of it is (seemingly) reassuring. Periods of uncertainty create doubt - we're only human. The trick is not to allow our emotions to lead to poor financial decisions.
Read MoreSomehow we find ourselves halfway through February already, and it's time for another monthly update! Grab a cuppa, and have a look at factors driving markets over the last month from Brendan and the rest of the PortfolioMetrix team, to give you an overview of where your investments are headed. Enjoy!
Read MoreA new year with an updated quarterly commentary! Please feel free to tuck into the short video we’ve included for a tidy summary of the final quarter of last year. If you’re looking for more detail, feel free to grab a cuppa and sink yourself into the commentary from Brendan de Jongh, recapping Q4 2022!
Read MoreWelcome to a very warm 2023! A new year, filled with new promises, and hope, and in spite of all the noise, there is much to be hopeful for! Our hope is that each of us has a strong year, filled with progress, healthy challenges for growth, and fun. We have some exciting developments on the horizon, so keep an eye out for that! For now, please enjoy the below from Brendan.
Read MoreWhat an incredible year 2022 has been! Inflation running, interest rate pumping, Ukraine invading, KZN flooding, lockdown ending, markets shaking, time for leaving, on holiday that is. Each person I chat with is weary after a year where many of us were able to really stretch our legs once again for the first time in a few years!
Read MoreOctober, and now moving into November, has seen welcome relief from markets after a testing 9 months for investors. We are acutely aware that investing is a long-term game, exceedingly difficult at times, but rewarding to the disciplined. Times like these are guaranteed and built into our multi-asset, diversified strategies. Suffice to say very few of our investors have experienced anywhere close to the volatility shown above, but to say the ride has been a smooth one this year would be fiction.
Read MoreOur quarterly mailers normally carry the bulk of our analysis of the past 3 months, complemented by our lighter monthly pieces. These commentaries are mostly investment focussed and are prepared by some of the smartest minds in the industry. Please feel free to sink yourself into this update, recapping Q3 2022!
Read MoreMarkets have experienced a sharp pullback this year resulting in asset allocations across portfolios drifting away from their intended values. We believe that it would be appropriate to rebalance portfolios back to their strategic weights.
Read MoreF&A is expanding! It gives me great satisfaction to finally welcome Branden and his team to the F&A table! Branden and I share a deep sense of purpose when it comes to caring for and making a difference in people’s lives. Amongst other qualities, his sense of duty is one of the main reasons I asked Branded to join me on my journey of building a world class, professional advice practice.
Read MoreWe are all aware of how difficult current conditions are. Inflation has kicked globally, Russia/Ukraine continues, energy supply is undermined, and costs continue to rise. Naturally, markets have reacted in a risk-off fashion, which has impacted returns. Seems we are paying in 2022 for some big calls made in 2020 when the world was trying to come to terms with Covid. So what do we do about this?
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 August 2022 update!
Read MoreLife, and investing, is never truly risk free. Without risk, we cannot grow, but risk and growth don’t always feel good. In fact, it can sometimes feel pretty rotten. When you take on risk, you take on uncertainty, and this brings with it a range of possible outcomes - both to the upside, and the down.
Read MoreThe second quarter saw poor performance across most asset classes with some exceptions. Our portfolios are designed to take this volatility with many of our solutions pulling back only a handful of percent (circa -6%) in comparison to market (-20%). As unsettling as the negative numbers may be, please remember we design our strategies knowing full well that risk is an ever constant in investing.
Read MoreMarkets 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.
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