2022 SECOND QUARTER SUMMARY
LOCAL MARKETS IN A NUTSHELL The South African stock market fell sharply during the quarter as global recessionary fears have accelerated. The JSE All Share Total Return Index fell 11.69%, led once again by financials and resources stocks. On a year-to-date basis (01/01/2022 – 30/06/2022) the local stock market is still one of the better…
2022-05-Market Update and Outlook-Managers Q&A
2022-05-Market Update and Outlook-Managers Q&A If you are concerned about the volatility in your investments, we urge you to take five-ten minutes to read the first three pages of this report. We hope it will answer questions or address any concerns that you may have. In order to address clients’ concerns we have asked six…
2022 FIRST QUARTER SUMMARY
LOCAL MARKETS IN A NUTSHELL The South African stock market was up during the quarter despite the global events which have transpired. The JSE All Share Total Return Index gained 3.84% led by financials and resources stocks. Surprisingly, the local market was one of the better performing markets during the quarter. Chart: Performance of the…
2021 FOURTH QUARTER SUMMARY
LOCAL MARKETS IN A NUTSHELL The South African stock market soared to new highs during the quarter. The JSE All Share Total Return Index gained 15.13% led by the resources sector. The phenomenal return of 29.2% for the 2021 calendar year, was the highest return since 2009. Chart: Performance of the FTSE/JSE All Share Index…
2021 THIRD QUARTER SUMMARY
LOCAL MARKETS IN A NUTSHELL The South African stock market was down marginally over the quarter led predominantly by resource stocks. The JSE All Share Total Return Index fell 0.84% over the quarter. Chart: Performance of the FTSE/JSE All Share Index over the past ten years (2011/10/01 – 2021/09/30) Source: Trading economics The third…
2021 SECOND QUARTER SUMMARY
LOCAL MARKETS IN A NUTSHELL The South African stock market was down marginally over the quarter led predominantly by resource stocks. The JSE All Share Total Return Index fell 1.07% over the quarter. Chart: Performance of the FTSE/JSE All Share Index over the past ten years (2010/04/01 – 2021/06/31) Source: Trading economics The second quarter…
2021 FIRST QUARTER SUMMARY
LOCAL MARKETS IN A NUTSHELL The South African stock market was up over the quarter led predominantly by resource stocks. The JSE All Share Total Return Index gained 13.14% over the quarter. Chart: Performance of the FTSE/JSE All Share Index over the past ten years (2010/01/01 – 2021/03/31)Source: Trading economics The first quarter saw continued…
2020 FOURTH QUARTER SUMMARY
LOCAL MARKETS IN A NUTSHELL The South African stock market was up over the quarter led predominantly by resource stocks. The JSE All Share Total Return Index gained 9.39% over the quarter. Chart: Performance of the FTSE/JSE All Share Index over the past ten years (2009/10/01 – 2020/12/31) Source: Trading economics The fourth quarter saw…
2020-11-12 Moneyweb Readers Question
I have a living annuity in South Africa. As a hedge against financial uncertainty in SA, I want to withdraw the maximum allowed annually and reinvest the monies in offshore portfolios. In summary: draw 17.5% from my Investec living annuity, retain 5% for my needs, and invest the remaining 12.5% offshore. In theory, is this…
Improving pension fund outcomes – A case for hedge funds
What is regulation 28? “You may have seen that asset managers classify some of their multi-asset unit trust funds as being Regulation 28 compliant. This is an important distinction for investors who are saving towards retirement and want to ensure that their investment is not overly risky. Regulation 28 is part of the…
- « Previous
- 1
- 2
- 3
- 4
- Next »