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
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
“Change is the law of life. And those who look only to the past or present are certain to miss the future.” – John F Kennedy We are excited to confirm that the amalgamation (merging) of the Salvo Prime Alternative Retail Fund of Hedge Funds, Corion Prime Income Retail Hedge Fund & Corion Prime Absolute […]
Review of South African ASISA Investment Mandates : The relationship between risk & return when investing is well understood & supported by empirical evidence. Over the short term or at specific data points, this relationship seems to decouple or be inaccurate, however, over the long term, investors that can afford to take more risk (i.e., […]
Local Economic Update Equity Markets ended the year with a negative month. The year to date returns were up 4%. South African GDP for the 3rd quarter 2022 was well above expectations at 1,6%. Year over year the economy grew by 4,1%. Read more about it here in our Monthly Newsletter : Monthly Market & […]
The War in Ukraine, rising inflation, rising interest rates & slowing global economic growth. All of these factors have weighed on investor sentiment and subsequent financial market performance in 2022 and led to what could be one of the worst years on record for traditional balanced portfolios if the trend continues until year-end. What needs […]
Read more about it here in our Monthly Newsletter : Monthly Market & Fund Update Summary – September ’22
The inverse relationship between Risk & Time With financial markets experiencing a difficult year in 2022, it is important for investors to be reminded of the utility and purpose of different asset classes (ie. ash, bonds & stocks) in an investor’s portfolio over the short- and long-term. Read more about it here in our Monthly […]
How Rising Interest Rates Affect Your Investments? Interest rates have risen by 1.25% since the lows of 2020. Rising interest rates have direct implications on debt repayments & on expected returns of asset classes such as property, equity, bonds & money market investments. In this months newsletter we compare the impact on each of these […]
How to navigate a rising inflation and interest rate environment? Consumers are currently experiencing record levels of inflation not seen in decades, across both developed and developing countries. Based on the latest economic data it seems probable that South Africa will follow suit. The two main measures used to determine the rate of change in […]
Current Bull Market Comparison : A bull market is broadly defined as one that rises over time without falling more than 20% from it’s peak during that period. Bull Markets start where bear markets end, as investors regain confidence due to different factors such as the ending of a recession, improvements in sentiment & other […]
