Navigating the markets in 2024
The Central banks dilemma January 2024 We started 2023 with the hope that global interest rates…
A Quantitative Macro View
Our Macroeconomic model is structured to quantitatively determine the climate for risk assets across different regions…
Higher inflation & risk-free rates, lower equity valuations
The world is coming to terms with the reality of inflation, the consequent rise in interest…
Social Unrest in South Africa- The value of balance within a portfolio
July 2021 will be remembered for the social and political unrest in South Africa. Financial markets,…