This entry includes both the Quarterly Investment Update & Fund Commentary for Q3 2024, and the September 2024 Monthly Update.
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Our Quarterly Commentary aims to carry and share the bulk of our reflections and analysis of the past quarter. To help cater to your preferences, we've provided various avenues for navigating through an entire Quarter's worth of news and data, including video feedback sessions, presentation slides, and commentary documents for SA and Global markets and portfolios.
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Our Quarterly Commentary aims to carry and share the bulk of our reflections and analysis of the past quarter. To help cater to your preferences, we've provided various avenues for navigating through an entire Quarter's worth of news and data, including video feedback sessions, presentation slides, and commentary documents for SA and Global markets and portfolios.
Read More
Our Quarterly Commentary aims to carry and share the bulk of our reflections and analysis of the past quarter. To help cater to your preferences, we've provided various avenues for navigating through an entire Quarter's worth of news and data, including video feedback sessions, presentation slides, and commentary documents for SA and Global markets and portfolios.
Read More
Our Quarterly Commentary aims to carry and share the bulk of our reflections and analysis of the past quarter. To help cater to your preferences, we've provided various avenues for navigating through an entire Quarter's worth of news and data, including video feedback sessions, presentation slides, and commentary documents for SA and Global markets and portfolios.
Read More
Our Quarterly Commentary aims to carry and share the bulk of our reflections and analysis of the previous quarter. We have aimed to provide different ways of working through an entire Quarter’s worth of news and data including video feedback sessions, presentation slides, and commentary documents for SA and Global markets and portfolios.
Read More
Our Quarterly Commentary aims to carry and share the bulk of our reflections and analysis of the previous quarter. We have aimed to provide different ways of working through an entire Quarter’s worth of news and data including video feedback sessions, presentation slides, and commentary documents for SA and Global markets and portfolios.
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A new year with an updated quarterly commentary! Please feel free to tuck into the short video we’ve included for a tidy summary of the final quarter of last year. If you’re looking for more detail, feel free to grab a cuppa and sink yourself into the commentary from Brendan de Jongh, recapping Q4 2022!
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Our quarterly mailers normally carry the bulk of our analysis of the past 3 months, complemented by our lighter monthly pieces. These commentaries are mostly investment focussed and are prepared by some of the smartest minds in the industry. Please feel free to sink yourself into this update, recapping Q3 2022!
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F&A is expanding! It gives me great satisfaction to finally welcome Branden and his team to the F&A table! Branden and I share a deep sense of purpose when it comes to caring for and making a difference in people’s lives. Amongst other qualities, his sense of duty is one of the main reasons I asked Branded to join me on my journey of building a world class, professional advice practice.
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The second quarter saw poor performance across most asset classes with some exceptions. Our portfolios are designed to take this volatility with many of our solutions pulling back only a handful of percent (circa -6%) in comparison to market (-20%). As unsettling as the negative numbers may be, please remember we design our strategies knowing full well that risk is an ever constant in investing.
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Hoping everyone is well during this odd, rain disrupted, Easter and holiday-filled April! We are hard at work and have some very exciting news coming your way in the next couple of months, so please look out for that. In the meantime, grab a cuppa ☕️ and tuck in to our commentary to read our reflections on local & global markets for the first quarter of 2022.
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What 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?
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Portfolios ran beautifully for nearly 21 months right through to the end of 2021! They have come back slightly, specifically during the month of Jan. This is something we expect all portfolios to repeatedly do and so our strategies cater for these events specifically. Grab a cuppa ☕️and tuck in to our detailed report from Brendan covering our analysis of the fourth and final quarter of 2021!
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Running wealth management strategies means we spend a good chunk of time discussing money and what it does for us. And the what it does for us is the crux. This tool called money needs to be managed in a way that compliments and empowers us. And so it sits with us to understand our habits and our routines. Therein lies our opportunity!
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Very happily, the portfolios have performed well, with our most conservative portfolios returning some 10% over the past 12 months, right through to our most aggressive portfolios at 25%. A lovely cherry on top of a tough period for us all! Grab a cuppa ☕️and tuck in to our detailed report from Brendan covering our analysis of Q3!
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The 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?
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Each 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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F&A is a huge part of who I am, in the sense that: it is me trying to take the model answer/s I believe in and build them outside of myself, beyond all boundaries, so that they may survive me. I have worked hard to have the business reflect 2 core values I believe to be non-negotiable…
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