Mar 1, 2022 | Asset Management
Quick take on the war in Ukraine: The economic sanctions inflicted on Russia have led to dramatic price increases in all commodities. Oil and natural gas have hit multi year highs while food staples such as wheat have smashed record highs. This leaves the world with...
Dec 1, 2021 | Asset Management
New spanner in the works: On Friday 26th of November as the first news of the Omicron strain emerged, US markets had their worst day in a year. Furthermore, oil plunged 16% in only a few days, after several countries announced travel bans for South Africa where the...
Nov 1, 2021 | Asset Management
Central bank shift? In a major shift following the pandemic and the unleashing of liquidity across the world, several central banks have signaled an end to quantitative easing and more importantly decided to raise interest rates. Canada, Australia, the UK and several...
Oct 1, 2021 | Asset Management
Inflation is rearing its ugly head again and is directly linked to important themes that impact markets and our every day lives. In its last FOMC meeting the Fed dropped the term transitory it had been using all year to describe the inflationary pressures being felt...
Sep 1, 2021 | Asset Management
Has gold lost its shine? Following last year’s Covid crash in financial markets gold was in the spotlight again after many years of sideways trading. It had a meteoric rise alongside equities and even hit a record $2k price before settling down again. Several analysts...
