We see substantial opportunity in domestic equity markets and fixed income markets. Ntsekhe Moiloa Head of Multi Asset says that the opportunity to gain access to these markets is now. He discusses this in his Q3 2022 Multi Asset commentary....
Persistently high inflation and the collective resolve of global central banks to get ahead of the curve on interest rates resulted in the broad selling pressure we saw over the past three months. Rory Spangenberg, Head of Global Equities discusses in detail in his...
South African equity markets have felt the brunt of higher discount rates with the feed through of higher US interest rates impacting the cost of equity. While markets have de-rated among global markets, the earnings outlook remains relatively stable. CIO, Safs Narker...
Market participants remain fixated on global inflation and the interest rate cycle. The US Fed have signaled to the market that higher rates are here to stay for longer. CIO, Safs Narker discusses the effects of this in his CIO report....
The second quarter of 2022 has seen markets drawdown significantly with fears of higher inflation coupled with recessionary concerns. CIO, Safs Narker discusses the effects of this in his CIO report....
Q2 2022 DOMESTIC EQUITIES COMMENTARY – SAFS NARKER The second quarter saw the South African equity market retrace quite significantly with the All Share down 11.7% and the SWIX down 10.6%. Even the bond market was negative with -3.7% over the quarter. CIO, Safs Narker...
