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MARKET COMMENTARY

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Two Sides of a Coin

May 5, 2020

7:58 am

“The more things change, the more they remain the same”. Do they? We have been in the eye of a storm that has been threatening to change most things that touches our lives directly as well as indirectly. We have been exploring in the context of investment strategy as advisors, custodians and ‘fiduciarists’. Global macro…

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Slow Emergence from the Bunker

May 4, 2020

1:31 pm

• April’s relief rally after a frenetic March • The slow unwind of the lockdown should at the very least help sentiment • Policymakers continue to rack up their support • The depth of the global recession still unknown • The asset market is framing the future outcomes around survivors, thrivers and victims April brought…

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A rain check on where we are

Apr 27, 2020

6:11 am

• Global economy beyond its worst shock but that doesn’t mean an easy recovery • Second quarter Global GDP forecast to contract at 20%+ on an annualised basis • Bond and equity markets slowly absorbing the scale of the damage but we are only part way through • Crucial will be the scale of the…

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Major Challenges Ahead – Emerging Markets and Europe in Focus

Apr 20, 2020

10:30 am

• US equities led by tech continue to climb higher • It’s only a matter of time before the scale of the drop in GDP overwhelms near-term positives for the equity markets • Everything is happening slower in the emerging markets and major challenges are ahead • Developed countries will have to be prepared to…

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