We have seen another subtle adjustment within our local portfolios which accommodates for risk management vs. buying opportunities. These adjustments are not overhauls of strategy but rather minor tactical corrections as we chart the course and ultimately manage the risk for each individual mandate we run.
Read MoreMarkets have experienced a sharp pullback this year resulting in asset allocations across portfolios drifting away from their intended values. We believe that it would be appropriate to rebalance portfolios back to their strategic weights.
Read MoreOur view is to protect each of our clients’ livelihoods here in SA, without losing options due to unique SA risks. For South Africans, this is notably exposure to SA markets, alongside the Rand. This is not to say there is no opportunity in SA, but rather to say there is also risk in SA, as well as opportunities elsewhere.
Read MoreA full report and analysis from F&A & Brandon Zietsman (PortfolioMetrix) on the evolving situation in Ukraine.
Read MoreNo doubt many of us are following the news flow around Russia and Ukraine. It’s a fool’s game to assume one has the ability and foresight to time such events and adjust portfolios accordingly. You can rest assured knowing that our portfolios are designed to handle impact, and that our specialist teams are closely monitoring every element of your portfolio.
Read MoreWhat is the likelihood one can call important events with any degree of timing and accuracy, to the extent it could meaningfully move one’s investment portfolio? A difficult pursuit, no doubt! In my view, this is not the actual challenge. You see, very little can be done to sway these external tides. Too much is outside of our control. So, what is in our control?
Read MoreFollowing several rebalances to portfolios last year, we will be rebalancing the multi-asset model portfolios on platform back to target weights to address drift that has come about from strong performance in risky assets (equity and property).
Read MoreThe Global Portfolio Series (GPS) has benefitted from a stable and defensive asset allocation over the years, as should be expected from a core global portfolio. 2020 however provided many points to consider as we look to the future; one which presents a myriad of potential outcomes from an intriguing starting point.
Read MoreThe past 2 weeks has been a deep shock to us all in South Africa. Perhaps this is the necessary defibrillator to a society that is living more and more in denial? It should stimulate the question – what can I do to help?
Read MoreEach fresh serving of rolling blackouts triggers the same reflex. It’s upsetting. We can feel our confidence in South Africa’s leadership reverse just a little bit more. We’re into year 14 of this now with no short-term end in sight. So where does this leave us?
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