Monthly Market & Fund Update – October 2024 In October, South Africa saw positive economic strides as Consumer Price Inflation dropped to 3.8%, the lowest since March 2021, while the unemployment rate improved from 33.5% to 32.1%, marking its first decrease in a year. On the global front, US inflation slowed to 2.4%, with the […]
Monthly Market & Fund Update – September 2024 In this month’s newsletter: We dive into potential scenarios for the 2024 US Election with Trump vs. Harris in focus. Plus, a very positive month for the JSE, driven by the Chinese Communist Party’s announcement of upcoming economic stimulus measures. 📈 Read more in our Monthly Newsletter: […]
In this month’s newsletter, we cover the Offshore Economic Update, where August’s data shows contrasting growth between US services and cyclical sectors. Locally, our Economic Update highlights a positive month for Listed Property, with expectations of a 25 basis point Repo Rate cut by the SARB in September. We also discuss why US Treasury Bonds […]
In this month’s newsletter, we cover the Local Economic Update, highlighting a very positive month for local assets driven by optimism surrounding the newly formed Government of National Unity. We also break down the key points of the Two-Pot Retirement System, set to be implemented from the 1st of September. Read more about it here […]
In this month’s newsletter, we discuss the Local Economic Update, which shows very positive outcomes for most local assets, largely due to the positive sentiment towards the newly formed Government of National Unity. We also touch on the potential impact of the GNU on your investments. Read more about it here in our Monthly Newsletter […]
In this month’s newsletter, we discuss how you can benefit from compounding. We also explore the market volatility as a result of uncertain election outcomes, which significantly impacted bonds, the ZAR, and financial equities. Read more in our Monthly Newsletter: Read more about it here in our Monthly Newsletter : Monthly Market & Fund Update […]
In this month’s newsletter, we’re emphasising the importance of diversification for our clients. Diversifying across different asset classes helps mitigate inflation risk, as each asset class responds differently to inflation. We’ll explore three common building blocks that we recommend to clients and delve into the effects of inflation on each. Read more about it here […]
In this month’s newsletter, we delve into the consensus view that global interest rates have likely peaked, particularly following the Federal Reserve’s signal of a potential interest rate cut around mid-2024. Additionally, we share insights on three key lessons for investing during uncertain times. Read more about it here in our Monthly Newsletter : Monthly […]
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 […]
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 […]
