MARKETS AND ECONOMICS It was another sea of red for markets in September, with equities, bonds, and currencies (relative to the dollar) all suffering losses during the month. Markets, once...
Read MoreAugust 2022 Markets
MARKETS AND ECONOMICS Inflation and growth concerns continued to be the key drivers in August, as investors try to gauge just how far central banks are willing to go to...
Read MoreJuly 2022 Markets
MARKETS AND ECONOMICS The month of July brought some much-needed relief after the end of the second quarter, which consisted of significant drawdowns and volatility across asset classes. Most asset...
Read MoreJune 2022 Markets
MARKETS AND ECONOMICS It was another tough month for the financial markets, as selling pressures seemed to accelerate towards the end of the second quarter of 2022. These drawdowns came...
Read MoreMay 2022 Markets
MARKETS AND ECONOMICS After experiencing a downward trend for most of the month of May, and reaching intra-month drawdowns of between 4.5% and 6%, both local and global markets posted...
Read MoreMarch 2022 Markets
MARKETS AND ECONOMICS It was a tough month for investors, with little place to hide, as most asset classes delivered either negative or very muted returns amid continued uncertainty driven...
Read MoreMarch 2022 Update on Naviga Income Portfolio
KEY POINTS: Markets will be volatile, owing to interest rate hikes and higher inflation This is not necessarily negative for equity markets Cash, both local and global, delivers negative real...
Read MoreFebruary 2022 Markets
Flexible income funds can invest in various income-generating instruments, such as bonds, property, and global, to enhance the yield above money market rates. The ongoing Russia-Ukraine crisis resulted in negative...
Read MoreJanuary 2022 Markets
MARKETS AND ECONOMICS It was a tough start to the year in January, for offshore markets in particular. Rising geopolitical tensions between the United States (US) and Russia, a more...
Read MoreOctober 2021 Markets
MARKETS AND ECONOMICS Markets were driven by similar themes as in September, namely the expectation of tapering and interest rate hikes on the back of rising inflation, Chinese growth and...
Read MoreSeptember 2021 Markets
MARKETS AND ECONOMICS September was a relatively volatile month across many markets, as investors continue to digest and to react to the spread of the Delta variant, the timeline for...
Read MoreAugust 2021 Markets
MARKETS AND ECONOMICS Global markets provided strong returns for August amidst many market-moving events and news, including significant geopolitical tension from the situation in Afghanistan and continued regulatory intervention in...
Read MoreJune 2021 Markets
MARKETS AND ECONOMICS Market performance was relatively mixed for June, especially among equity markets, while bond yields ended mostly higher. Apart from a few areas of performance, it seems that...
Read MoreMay 2021 Markets
MARKETS AND ECONOMICS We have firmly entered the end of the first half of 2021 with another busy month that has passed: from inflation scares, a crypto-crash, conflict in the...
Read MoreApril 2021 Markets
MARKETS AND ECONOMICS April provided another strong batch of returns as general positive sentiment, driven by increasing levels of global stimulus, stronger global growth combined with a weakening United States...
Read MoreMarch 2021 Markets
From a global perspective, the South African All Share Index outperformed most of the major equity indices (S&P 500, FTSE 100, Nikkei 225, Hang Seng, FSE DAX) in local currency....
Read MoreFebruary 2021 Markets
This first batch of approximately one million vaccinations will be used for healthcare workers, with a second batch expected towards the end of February. According to comments from government, they...
Read MoreJanuary 2021 Markets
This first batch of approximately one million vaccinations will be used for healthcare workers, with a second batch expected towards the end of February. According to comments from government, they...
Read MoreDecember 2020 Markets
COVID AND VACCINES Festive moods were significantly dampened over December as infection rates skyrocketed and the second wave firmly took hold in South Africa (SA). This led to tighter lockdown...
Read MoreNovember 2020 Markets
Financial markets delivered on the expectations of much better performance in November relative to prior months. Buoyed by optimism around the development and success of COVID-19 vaccines, progress in the...
Read MoreOctober 2020 Markets
MARKETS It seems that the 2020 whirlwind is showing no signs of easing, as October proved to be another rollercoaster month. Many countries went back into lockdown, United States (US)...
Read MoreSeptember 2020 Markets
This brings a relatively disappointing end to the third quarter for the local market. However, given the strong rebound experienced in the second quarter, and all the global considerations, a...
Read MoreAugust 2020 Markets
On the global front, August saw positive performance across most markets on the back of optimism around vaccines, reopening of economies, progress in US/China trade talks, and ongoing liquidity. In...
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