Insights


Market Views

The cost of low to negative interest rates
20 September

Bond returns have been relatively good. Year to date, local bonds have outperformed other local asset classes, while foreign bonds have outperformed…

Benefits Of Risk-Controlled Investing
01 August

The risk of a full-blown trade war between the US and China has turned into reality. Over the past three months, financial market sentiment has been…

The Global Economy Is Vulnerable
01 July

Over the first half of the year, the slowdown in global economic growth expectations for 2019 has been remarkable. This slowdown has been…

It’s Nice To Own A Central Bank, But…
01 June

May was a terrible month for riskier assets. The escalation of the US-China trade conflict has increased the likelihood of a downgrade to the 2020…

Searching For Growth
01 May

We have experienced a risk-on environment since December 2018 – an environment that is characterised by increasing risk appetite leading to the…

Improved Sentiment
01 April

The outperformance of riskier asset classes during the first quarter of 2019 has been a prominent theme across the world. It is therefore pleasing to…

A Critical Period For Investors
01 February

We often think that we are far removed from the US-China trade standoff. Not at all! The Chinese economy is already experiencing a growth slowdown as…