Somehow 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!
Read MoreLife, and investing, is never truly risk free. Without risk, we cannot grow, but risk and growth don’t always feel good. In fact, it can sometimes feel pretty rotten. When you take on risk, you take on uncertainty, and this brings with it a range of possible outcomes - both to the upside, and the down.
Read MoreMarkets are under pressure. Periods of uncertainty create doubt even when we know the discipline and process that's required to show positive long-term results. Being able to weather these uncomfortable periods allows our specialists the time and trust to pick and choose positions which will be rewarding in the long-term.
Read MoreMay saw us enjoy a somewhat more normal month in SA. On the positive side, Covid numbers have completely disconnected from an infection/death perspective. Regulations around mask wearing and more desperately need to be dropped. From a markets perspective, with inflation on the move and central banks raising rates, it seems we have entered a more volatile period.
Read More2022 is proving to be a testing year so far for investors. As you hopefully know by now, we exclusively build long-term investments, in the full knowledge that uncertainty and volatility will present from time to time. These events are not ifs, but when’s and are an expected and even common occurrence on investment journeys…
Read MoreIt sure is difficult to comprehend the consistency with which KZN has been hit by unreal events. Us Durbanites were already tough cookies, so these events can only make us stronger! The markets continue to be jittery, especially with the uncertainty around Russia / Ukraine as well as energy prices worldwide. Brendan shares more in this piece. Enjoy!
Read MoreI had the most amazing chat with a Russian over a Chess app (Nerd alert 🤓). Each player has their national flag next to their name, and when I saw the Russian flag, I typed "Say no to war" in the chat section, to which he replied "F#*k Putin".
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 MoreRunning 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!
Read MoreOur last Monthly for the year! Difficult to believe it is nearly Christmas, but still, what a wonderful time of the year. Wishing you a safe and restful Christmas period, and a wonderful start to 2022. More great content from Brendan, below.
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 October 2021 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 September 2021 update!
Read MoreWe are finding a really sound rhythm following the pure quantum of change we all got slapped with in the past year and a half. All calls we make are with sustainability in mind! Interestingly enough, business over the period is up nearly 25%, putting us in a fascinating position. I have paid special attention to shortfalls in the business and have worked hard to resolve the following…
Read MoreAn interesting part of unpacking client strategies is exploring the foundations off which decisions are made. Yes, we manage money, but money is managed by humans, and so most of our work involves helping people understand why they make certain decisions, and how those decisions are helping or hurting them.
Read MoreThe last few days here have been a complete blur. From what seemed like small and scattered opportunistic looting, to truly tragic events over the days that followed. These are my observations and thoughts on the fear and the welling of hope that I am seeing in my hometown of Westville
Read More
