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…
Read MoreSince 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.
Read MoreFor 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…
Read MoreI 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!
Read MoreAs 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!
Read MoreAs 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!
Read MoreAs 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!
Read MoreWe 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!
Read MoreTime 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!
Read MoreTime 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!
Read MoreTime 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!
Read MoreTime 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!
Read MoreApril 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.
Read MoreWhat 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.
Read MoreSomehow we find ourselves halfway through February already, and it's time for another monthly update! Grab a cuppa, and have a look at factors driving markets over the last month from Brendan and the rest of the PortfolioMetrix team, to give you an overview of where your investments are headed. Enjoy!
Read MoreWelcome to a very warm 2023! A new year, filled with new promises, and hope, and in spite of all the noise, there is much to be hopeful for! Our hope is that each of us has a strong year, filled with progress, healthy challenges for growth, and fun. We have some exciting developments on the horizon, so keep an eye out for that! For now, please enjoy the below from Brendan.
Read MoreWhat an incredible year 2022 has been! Inflation running, interest rate pumping, Ukraine invading, KZN flooding, lockdown ending, markets shaking, time for leaving, on holiday that is. Each person I chat with is weary after a year where many of us were able to really stretch our legs once again for the first time in a few years!
Read MoreOctober, and now moving into November, has seen welcome relief from markets after a testing 9 months for investors. We are acutely aware that investing is a long-term game, exceedingly difficult at times, but rewarding to the disciplined. Times like these are guaranteed and built into our multi-asset, diversified strategies. Suffice to say very few of our investors have experienced anywhere close to the volatility shown above, but to say the ride has been a smooth one this year would be fiction.
Read MoreWe are all aware of how difficult current conditions are. Inflation has kicked globally, Russia/Ukraine continues, energy supply is undermined, and costs continue to rise. Naturally, markets have reacted in a risk-off fashion, which has impacted returns. Seems we are paying in 2022 for some big calls made in 2020 when the world was trying to come to terms with Covid. So what do we do about this?
Read MoreTime 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 August 2022 update!
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