It’s interesting how the value of the rand can influence our perception of the value of our country. A strong rand, when compared to the dollar, often makes us feel better about the state of affairs in South Africa. When the value of the rand climbs, so does our optimism...
It is hard to imagine that only a year ago, markets hit rock bottom and investors were worried about how the rest of 2020 would pan out. Across the globe, investors were faced with questions such as – will valuations decline even further? How and when will markets...
*This piece was originally distributed via Morningstar Inc in the United States. We believe it has interesting perspectives for S.A. advisers. Bitcoin investors have been on a wild ride lately. After dropping about 74% in 2018, the digital currency nearly...
The seeming disconnect between the performance of financial markets versus that of economies across the globe has left many investors scratching their heads. We often get asked how is it possible for financial markets to increase in value, but the economy is...
Our asset class convictions at a glance. At a Glance Markets continued to rally into year-end despite the dire economic backdrop. The fourth quarter of 2020 saw two major headaches subside, with the announcement of the rollout of a Covid-19 vaccine and...
Who would have thought we would kick off 2021 in almost the same manner as 2020? Even though we were all hopeful that 2021 would start on better footing, numerous countries are still in lockdown, South Africa is fighting against its second surge of Covid-19 infections and...
The end of 2020 is just around the corner, and boy what a year it has been. Who would have thought that 2020 would be the year that a pandemic would bring the world to a semi-standstill? We certainly didn’t anticipate that ‘zoom’ would become a buzzword, facemasks would be...