Blog

22
Mar

Monthly Update

No Tags | Salvo Investment Views

In this month’s newsletter, we’re excited to share that Salvo has won two prestigious awards for Risk-Adjusted Performance ending December 2023 from leading industry bodies. A heartfelt thank you to all our investors for your trust in us. We’re committed to our process and confident that our funds are poised for attractive opportunities ahead, benefiting […]

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21
Feb

Monthly Update

No Tags | Salvo Investment Views

In this month’s newsletter, we explore key economic updates, highlighting the decline in inflation to 5.1% y/y, still surpassing the midpoint of the SARB inflation target of 3-6%. We discuss projections indicating the SARB’s potential interest rate reduction in the second half of 2024, aligning with expectations from Developed Market Central Banks. Read more about […]

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15
Jan

Monthly Update

No Tags | Salvo Investment Views

In this month’s newsletter, we delve into the 2024 outlook for local and global markets, examining prospects for bonds, growth assets, and cash. Read more about it here in our Monthly Newsletter : Monthly Market & Fund Update Summary  – December ’23

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11
Dec

Monthly Update

No Tags | Salvo Investment Views

Why do US Treasury Bonds tend to outperform US Equities during periods of negative economic growth? US Treasury Bonds are seen as a safe-haven asset class primarily due to the fact that the issuer of the Bonds is the United States Treasury Department. This makes the bonds automatically part of the Reserve Currency as it […]

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29
Nov

Monthly Update

No Tags | Salvo Investment Views

National Treasury proposed that the new Two-Pot retirement system be implemented on 1 March 2024. It will only apply to retirement savings contributed from 1 March 2024 onwards. Why the need for a new retirement system? According to Treasury, consumers were left in dire financial situations during the COVID-19 pandemic. Under the current rules investors […]

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20
Oct

Monthly Update

No Tags | Salvo Investment Views

Investors often find it challenging to understand why & when Portfolio Managers over- or underweight a specific asset class relative to the benchmark of the fund that they are invested in. Portfolio Management is a form of Risk Management. Managing the level of exposure to risk assets relative to the economic & interest rate cycle […]

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14
Sep

Monthly Update

No Tags | Salvo Investment Views

Investors often use the words “investing” & “saving” interchangeably. The reason for this is because they believe that the future value of the capital that they invest/save should increase over time. Although this is true in nominal terms, we believe that there are important differences between the two terms and that individuals should include both […]

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12
Jul

Monthly Update

No Tags | Salvo Investment Views

The first half of the year delivered divergent multi-asset returns to investors. Having offshore exposure paid off in general with rand weakness dominating much of the returns. Continued interest rate increases both locally and abroad is greatly reducing the equity risk premium that investors can earn by taking risk in equity exposure. Below are a […]

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15
Jun

Monthly Update

No Tags | Salvo Investment Views

For latest market and fund updates, as well as our views on the recent regional banking crisis in the USA Read more about it here in our Monthly Newsletter : Monthly Market & Fund Update Summary  – May ’23

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12
May

Monthly Update

No Tags | Uncategorized

For latest market and fund updates, as well as our views on the recent regional banking crisis in the USA Read more about it here in our Monthly Newsletter : Monthly Market & Fund Update Summary  – April ’23

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