Traditionally, investing means exposing your money to one or a combination of the following traditional asset classes, to generate inflation beating returns: Equities Property Bonds Cash However, this objective must be balanced with your appetite for uncertainty. In the investment world, uncertainty comes in the form of volatility – the amount by which the value
Global Market For the most part, market movements in May were an extension of the themes that have dominated our updates for most of 2018: Trump, Trade Wars, Geopolitics, US Interest Rates and Global Growth. However, two new strands to these stories have grown in prevalence in May – risk is rising in Emerging Markets as
Global Market Notwithstanding the focus on US Interest Rates, Trump’s Tariffs and Brexit, the MSCI World Index returned +1% in April, bringing the MSCI World Index return for the year to -0.3%. Emerging markets were somewhat more vulnerable to the impact of these factors, losing 0.6% for the month. Ten Year US Treasury Yield Reaches 3%!
Global Market Global shares continued to sell-off in March, bringing the MSCI World Index down a further – 2.4%. The Index is now down -6.6% since 1 February 2018 and down – 1.7% since the beginning of the year. Notwithstanding this, on balance, sentiment remains cautiously positive, although markets are skittish. Why Global Equities Fell in February
Global Market The first two weeks in February set hearts racing, and unfortunately it had nothing to do with Valentine’s Day. Between the 26th January and 9th February 2018, global equity markets had fallen 10%. However, by month end, the MSCI World Index, which tracks the performance of global shares, had recovered most of its losses
Global Market Last year delivered outstanding offshore equity returns with the MSCI World Index returning 20.1%, led by the US and Japanese equity markets. 2018 has started positively with the MSCI World Index adding a further 5.2% in January. The returns of 2017 are going to be hard to beat – what should we look out
Global Market Developed market shares led equity markets up in October, rising 1.9%, whilst the returns of emerging markets were muted, ending the month up 0.15%. Politics continued to impact sentiment as Donald Trump and Theresa May battle, ham fisted, through their respective terms. Whilst writing this, positive news broke for global shares on the 3rd
Global Market Whilst developed equity markets, measured by the MSCI World Index, rose 1.8% in October, the R/$ exchange rate weakened by 4.2%. The result has been a positive double-whammy, in Rand terms, for offshore exposure in our client’s portfolios. Commentators cautioning that the US stock market is over-valued, and that its 9-year bull-run is ending,