This entry includes both the Quarterly Investment Update & Fund Commentary for Q3 2024, and the September 2024 Monthly Update.
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As we navigate the dynamic world of financial markets, it's important to revisit a critical subject: market volatility. The recent shifts in early August 2024 remind us of the unpredictable nature of markets, influenced by weaker economic data and persistent geopolitical strife.
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In July, markets delivered mixed results across different asset classes. Global bonds performed well as yields fell, driven by softer-than-expected economic data from the US, including a decline in the Consumer Price Index. These lower-than-expected inflation figures led investors to anticipate that the US Federal Reserve might cut interest rates sooner than expected.
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We have seen positive developments and some lovely trends starting to present. Much noise is already coming out from various newly appointed Ministers, noting previous poor governance, maladministration and probable corruption. This transparency, although uncomfortable, is essential in the country’s move to a more accountable environment.
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What an incredible few weeks its been in SA. This keen mix of nerves and hope as we went to the polls, followed by a devastating and deserved loss of outright control by the ANC, a stunning move towards a Government of National Unity and now the various steps towards co-governance...
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Stickier-than-expected inflation and geopolitical tension were the overarching themes for April. The US, UK and Euro area all saw more stubborn than expected inflation. This was alongside some marginally more positive than expected economic data across major markets, which caused markets to re-evaluate the timing and pace of interest rate cuts by central banks, particularly the US…
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March saw the end of the last standing negative interest rate, with Japan’s central bank raising its policy rate into positive territory. Globally, equity markets continued trending upwards in the face of broadly neutral economic news, as market participants continued to discount the chance of a recession, which also contributed to solid, if unspectacular, fixed income returns…
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Since our last rebalance midway through 2023 we have experienced a continued meaningful outperformance of global equity. The result of this has been that portfolios have drifted from their target asset allocations, and we feel it is an opportune time to bring these weights back to target.
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For the better part of the last decade, I have held the vision that a single house could manage all financial aspects of a personal financial plan. This would result in optimisation of each tailored plan, providing compounding benefits to all. The cornerstone of this view is protected by two key role players, the know-how of the owner of the plan, and the quality of the advice / support team…
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I had the privilege of dropping and collecting my son and some of his teammates from the Westville Boys (WBHS) rugby camp in Margate these past few days. WBHS has a talented group of u19 boys (opens), and completely evident was how diverse the team was, boys of different race, creed, and culture coming together from all around the country! You could sense the pure energy and commitment from the group; I loved it!
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As part of our ongoing commitment to keeping you in the loop, it's time for our monthly update! These updates provide a quick glimpse into market insights from PortfolioMetrix, giving you an overview of where your investments are headed. Here's your November 2023 update!
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As part of our ongoing commitment to keeping you in the loop, it's time for our monthly update! These updates provide a quick glimpse into market insights from PortfolioMetrix, giving you an overview of where your investments are headed. Here's your October 2023 update!
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As part of our ongoing commitment to keeping you informed, it's time for another monthly update! These updates offer a brief look into the market insights from PortfolioMetrix, providing you with an overview of where your investments are headed. Here's your September 2023 update!
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We trust you are doing well. As part of our ongoing commitment to keeping you informed, we've put together a snapshot of market insights from PortfolioMetrix, providing you with an overview of where your investments are headed. Here's your August 2023 update!
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Time for another monthly update! As always, we've put together a snapshot of market insights from PortfolioMetrix to bring you an overview of where your investments are headed. Here's your July 2023 update!
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Time for another monthly update! As always, we've put together a snapshot of market insights from PortfolioMetrix to bring you an overview of where your investments are headed. Here's your June 2023 update!
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Time for another monthly update! As always, we've put together a snapshot of market insights from PortfolioMetrix to bring you an overview of where your investments are headed. Here's your May 2023 update!
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Time for another monthly update! As always, we've put together a snapshot of market insights from PortfolioMetrix to bring you an overview of where your investments are headed. Here's your April 2023 update!
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April is a staggered month with public holidays and interruptions and we have taken this broken time to carefully map the coming 12 months out. I hope to share our views on South Africa, a sustainable model for living here, and our updated vision and mission over the coming months with you! For now, please check out the below monthly piece from Brendan.
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What a fascinating world we live in! No matter where you look, there is noise, and not much of it is (seemingly) reassuring. Periods of uncertainty create doubt - we're only human. The trick is not to allow our emotions to lead to poor financial decisions.
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