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 […]
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
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 […]
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 […]
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 […]
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 […]
