INVESTMENT

SONA 2019

Investment Manager, Graham Fisher, reflects on last week’s 2019 State of the Nation Address (SONA) in South Africa and the negative perceptions surrounding Eskom, the state’s energy parastatal.

Read More

INVESTMENT

US Earnings Update – February 2019

With investors pinning their hopes on a continuation of the strong earnings backdrop, Richard Batty, Investment manager, now examines figures posted so far and the subsequent market reaction.

Read More

INVESTMENT

EU joins the Trump Trade War

The EU has announced they will join the US by imposing tariffs on steel imports. James Fitzpatrick, Investment Director, examines the price impact, the threat of China and South Africa’s strategic importance.

Read More

INVESTMENT

Is it time to panic?

Is it time to panic? Are the good times coming to an end? Jacques de Villiers, Investment manager looks at the length of the current bull market and how tough it is to predict a market crash.

Read More

INVESTMENT

Fourth Quarter Recap & Outlook 

Richard Batty, Investment Manager, looks back at recent market events, including reaction to the US Federal Reserve meeting and a partial inversion of the US yield curve.

Read More