February Market Commentary

The recovery in global markets year-to-date has been as extreme as the sell-off at the end of 2018. At one point in December, the S&P 500 Index had declined 15.7% intra-month. The S&P 500 has rallied 11.1% YTD and almost 20% since the Christmas eve low. It is the second-best annual start for US markets…

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January Market Commentary

Global markets kicked off the year with a strong rally throughout January. It was a welcome relief following a dismal showing the month before. Wall Street’s benchmark S&P 500 Index posted its biggest monthly percentage gain, at 7.9% MoM, since October 2015.

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How to Invest Offshore

Fact: South Africa’s equity market represents less than 1% of the world’s equity market value. Limiting yourself to local investments has the opportunity cost of foregoing potentially rewarding investment opportunities in global markets as well as greater diversification.

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October Market Commentary

October lived up to its reputation of being a month where markets can slide. Following October’s broad sell-off, the majority of global indices are in negative territory year to date, many with double digit losses. The US temporarily dipped into negative territory year-to-date, only to be saved by a bounce in markets on the last…

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Investing Offshore

Investing offshore is often a daunting idea for investors. It is mistakenly seen by many as overly complex, costly and even risky. For investors who are already aware of offshore investing and the benefits thereof, the challenge is choosing the correct asset manager to manage their funds.

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August Market Commentary

U.S. markets once again made strong gains in August, contrasting sharply with a generally weak showing in European and emerging markets. Consumer confidence in the U.S. soared to an 18-year high, reflecting surging growth in the U.S. economy and the lowest unemployment rate in almost two decades. A revision in U.S. second-quarter GDP growth to…

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July Market Commentary

Global markets were mostly positive in July as U.S. earnings season got into full swing. Second-quarter U.S. earnings have been well ahead of consensus estimates, with S&P 500 companies reporting average earnings growth of 24% and sales growth of 9.8%, according to FactSet Research. Approximately 80% of companies releasing quarterly results have beat estimates. The…

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What moved markets in June?

Global markets once again experienced volatile trading activity in June over continued fears of a global trade war between the US and its major trading partners. Emerging markets were especially targeted by investors with the MSCI Emerging Markets index declining 4.6% month-on-month. Much of the market’s focus has been on the escalating tension between the…

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Ranked: The 10 Wealthiest Countries in the World

The 10 Wealthiest Countries According to market research company New World Wealth, the world has accumulated $215 trillion in private wealth, a 12% increase over the last year. Rank Country Wealth ($ Trillions) Change (2007-2017, %) #1 United States $62.6 20% #2 China $24.8 198% #3 Japan $19.5 22% #4 United Kingdom $9.9 -2% #5…

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3D Printing is Finally Changing the Manufacturing Landscape

Courtesy of: Visual Capitalist 3D Printing is Finally Changing the Manufacturing Landscape The right software can change industries quickly. For fast-moving companies like Airbnb, Stripe, Uber, Facebook, or Slack, the piping – such as the internet and smartphones – is already well-established, allowing these startups to scale at unprecedented speeds. For 3D printing and other…

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