Posts tagged Wealth Management
July 2024 Update

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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Q2 2024 Update & Fund Commentary

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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June 2024 Update

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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April 2024 Update

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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Q1 2024 Update & Fund Commentary

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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March 2024 Update

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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January 2024 Update

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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Q4 2023 Update & Fund Commentary

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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December 2023 Update

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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Q3 2023 Update & Fund Commentary

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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