Q3 2022 FIXED INTEREST COMMENTARY – ROWAN WILLIAMS-SHORT

By far the overwhelming event in bond markets worldwide has been the savage bear market in developed market bonds. The WGBI is currently in a drawdown of 29%. The worst ever drawdown it has experienced. In this environment SA bonds have done remarkably well. Rowan Williams-Short, Head of Fixed Interest, discusses this and more in his quarterly commentary.

Q3 2022 MULTI ASSET COMMENTARY – NTSEKHE MOILOA

We see substantial opportunity in domestic equity markets and fixed income markets. Ntsekhe Moiloa Head of Multi Asset says that the opportunity to gain access to these markets is now. He discusses this in his Q3 2022 Multi Asset commentary.

Q3 2022 GLOBAL EQUITIES COMMENTARY – RORY SPANGENBERG

Persistently high inflation and the collective resolve of global central banks to get ahead of the curve on interest rates resulted in the broad selling pressure we saw over the past three months. Rory Spangenberg, Head of Global Equities discusses in detail in his quarterly global market report.

Q3 2022 DOMESTIC EQUITIES COMMENTARY – SAFS NARKER

South African equity markets have felt the brunt of higher discount rates with the feed through of higher US interest rates impacting the cost of equity. While markets have de-rated among global markets, the earnings outlook remains relatively stable. CIO, Safs Narker discusses the effects of this and the broader SA equity market in this quarterly commentary.

Q3 2022 CIO REPORT – SAFS NARKER

Market participants remain fixated on global inflation and the interest rate cycle. The US Fed have signaled to the market that higher rates are here to stay for longer. CIO, Safs Narker discusses the effects of this in his CIO report.

Q2 2022 CIO REPORT – SAFS NARKER

The second quarter of 2022 has seen markets drawdown significantly with fears of higher inflation coupled with recessionary concerns. CIO, Safs Narker discusses the effects of this in his CIO report.

Q2 2022 DOMESTIC EQUITIES COMMENTARY – SAFS NARKER

The second quarter saw the South African equity market retrace quite significantly with the All Share down 11.7% and the SWIX down 10.6%. Even the bond market was negative with -3.7% over the quarter. CIO, Safs Narker discusses why these moves are seen to be normal under the current investment environment.

Q2 2022 GLOBAL EQUITIES COMMENTARY – RORY SPANGENBERG

The second quarter proved to be a particularly challenging one for investors. Persistent inflationary pressures and the prospect of higher interest rates continued to weigh on the market. Rory Spangenberg, Head of Global Equities discusses in detail in his quarterly global market report.

Q2 2022 MULTI ASSET COMMENTARY – NTSEKHE MOILOA

Ntsekhe Moiloa Head of Multi Asset says it might not be a bad time to look at equities. He explains his reasoning for this in his Q2 2022 Multi Asset commentary.

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