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!
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 MoreOur 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.
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 MoreOur 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.
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 MoreWe have seen another subtle adjustment within our local portfolios which accommodates for risk management vs. buying opportunities. These adjustments are not overhauls of strategy but rather minor tactical corrections as we chart the course and ultimately manage the risk for each individual mandate we run.
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 MoreOur 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.
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 MoreA 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!
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!
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