Time 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!
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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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Time 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!
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We 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…
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Following several rebalances to portfolios last year, we will be rebalancing the multi-asset model portfolios on platform back to target weights to address drift that has come about from strong performance in risky assets (equity and property).
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An 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.
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The Global Portfolio Series (GPS) has benefitted from a stable and defensive asset allocation over the years, as should be expected from a core global portfolio. 2020 however provided many points to consider as we look to the future; one which presents a myriad of potential outcomes from an intriguing starting point.
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I am very optimistic about civil society's response to the unrest in South Africa. It is important that we each do our bit! Looking back at the past quarter we see there is no shortage of talking points. Brendan and the PortfolioMetrix team cover these in detail…
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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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The 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
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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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As always, our in depth commentary rests within our quarterly's. Please keep an eye out for your personalised investment reports coming shortly. Grab a cuppa and enjoy!
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Following the markets bottoming a year ago, circa 23 March 2020, many of us were deeply unsettled. Happily, the recovery has been superb, with double digit returns on all portfolios up to 31 March 2021.
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A year ago, SA had announced its first COVID-19 cases, and by all accounts was gearing up to a response as it came to terms with a rapid spreading pandemic. Who knew what to expect?! This is how we handled this last year for our clients, and our business.
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The second COVID wave in SA is swiftly reducing. Although there are mixed reports around South Africa’s acquisition and speed of distribution of the vaccine, it seems probable that this year should see a gradual return to normal. Globally, in jurisdictions with more rapid vaccine rollouts, this should be even quicker.
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Following a valuable Financial Adviser career, my Dad, Pat Fleuriot, did what so many aspire to do – he ran it all and he did it with principle; to support those he loves and uplift those he worked with. He is unique in how steadfast he stands regarding his values and this laid the foundation for a magnificent legacy.
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