Markets extended their gains significantly in September, following the anticipation and subsequent release of central bank policies . The...

As human beings we tend to focus on the here and now, not realising that by failing to plan for the future we are planning for failure....

South African assets continued to outperform through the month of July, with local Equities gaining 3.9% and Bonds 4% whilst global...

May was a volatile month in Investment markets. If measure by the JSE All-Share Equity Index for example, you could have banked a gain of...

May was a volatile month in Investment markets. If measure by the JSE All-Share Equity Index for example, you could have banked a gain of...

December was a relatively quiet month on surprises, save for the Federal Reserve’s interest rate expectations. And it made investors...

The current global cycle of rising interest rates is almost certainly over as consumer price inflation (CPI) rates are declining in a...

The Medium Term Budget Policy Statement had a large amount of information that must be processed into a single bond view to see the...

The current global cycle of rising interest rates grinded to a halt and may very well have ended. However, the war between Israel and...

Global equity market performance in September was generally negative, as most regions and sectors faced increased selling pressure amid...

Lower oil production by OPEC+ causing a shortage of around one million barrels per day contributed to oil prices closing in on $100 per...

After a strong July, global equity and bond markets retreated in August. Concerns about global inflation lingers. In the US, upbeat...

Interest rate policy has shifted to a phase where good risk-management has become the focal point. Central banks must reduce the risk of...

Tighter policy all around Eyeing higher yields Major central banks tightened policy last week, including unexpectedly in Japan. We see...

As expected, major economic regions raised interest rates further, while an end to the Black Sea Grain deal are putting pressure on...

Systemic inefficiencies in the form of higher prices, interest rates and lower growth Economic policy around the world has changed from...

This seems like the wrong time to extrapolate currency weakness. Our “extreme peaks” model, which focuses specifically on large moves in...

The banking failures in mainly the US and uncertainty about raising the US government’s debt limit continued to ruffle markets in May. At...

The US Dollar is still overvalued Since October last year the US Dollar Index (“DXY”) has fallen 5.6%. Despite this, it remains 5.9%...