Monthly Archives: January 2018

HOLD ON IF YOU WANT TO GO FASTER The strength and breadth of global growth, which this week helped propel WTI oil to its highest level in 3 years (above USD 65), is starting (slowly) ... more
SHUTDOWN Oil prices took a breather from their recent rally last week. Given the production caps in place for OPEC member, the IEA in Paris published an interesting report, which forecasts the US could surpass ... more
Our Founding Senior Partner, Greg Morris and Associate Partner, Ian Edwards meet for lunch with football legend Andre Arendse. For those of you that may not be aware, Andre Arendse has represented South Africa 67 times having ... more
SOONER OR LATER? The second week of 2018 started where the first left off – with a different flavour of equity market rally. Specifically, with investors increasingly attuned to the risk of interest rate tightening ... more
BACK WITH A BANG Whilst 2017 was a year in which economic conditions were favourable for just about all asset classes, 2018 has kicked off in more traditional “risk-on” style. Last week equities rallied aggressively ... more
Dear Clients, Partners, and Friends Happy New Year! It’s widely accepted that as we get more experienced in life, time seems to pass more quickly. Having said that, I’m astonished by how quickly 2017 has ... more
RINGING IN THE NEW YEAR After a perfect year for passive investors (positive returns across asset classes and low volatility), 2018 may be likely to be more discriminating. Economic momentum is strong and provides a ... more