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.

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.

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.

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.

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.

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.

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! 

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!

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.

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.

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!