Market sentiment remained positive in July, buoyed by a drop in developed market inflation and resilient GDP data. This raised hopes for a soft landing and supported a broad rally…
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Global financial markets performed well in June 2023 as the disinflation trend continued in many parts of the globe due to the easing of food and commodity prices. Furthermore, market…
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In the US, the debt ceiling impasse between Democrats and Republicans generated headlines over May. Despite the drama, equities were relatively resilient with the S&P 500 rising by 0.4% (USD).…
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Volatility significantly decreased for April, as the S&P 500 posted a 1.46% (USD) gain for the month and 8,59% (USD) for the year. On a total return basis, mega and…
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March was a volatile month for global markets as the Federal Reserve’s now 13-month rate hike cycle contributed to stresses in the banking system resulting in the closing of three…
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This article by Fundsmith's CIO, Terry Smith, that was published in the Financial Times.
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Global stocks retreated in February as the market re-evaluated the decreasing speed of inflation, and therefore the need for the (Fed) FOMC to continue to increase interest rates and the…
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Scottish Mortgage Investment Discussion: 2023 update
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On 24th February the Financial Action Task Force (FATF) placed South Africa on the greylist, which means that South Africa is now placed under increased financial monitoring.
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Global markets resumed in January on a positive footing resuming the ascent that they began in October and November last year taking a short pause for the festive season in…
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