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Market Commentary: January 2017

Market View   Cash South African inflation topped market expectations, rising 6.8% year-on-year in December 2016, the fastest pace since February 2016. While fair weather has seen pressure on food-producers (indicated by PPI) subside, pass-through to domestic...

Improving the way we benchmark private equity performance

The direct alpha method Measuring private equity performance in a standardised and easily understandable way has proven difficult, specifically for those that operate outside of the private equity space. The greatest difficulty is that private equity cannot be...

Pension fund investing – a specialist or a balanced portfolio?

Namibian pension funds appear to prefer investing their members’ contributions in balanced funds, as they believe these offer a better solution. Given the results of a 20-year study from the UK, perhaps it is time to start asking if this is correct. The study,...

International Market Commentary: December 2016

Summary – Monthly Commentary December 2016 saw global equity markets mixed, emerging markets fall from favour, central banks remain steady and commodities mixed. Read more below. Global equity markets mixed: US markets hit new highs as underlying economic data remains...

International Market Commentary: November 2016

Global equity markets mixed US markets boosted by unexpected Trump victory, and the upbeat trend in economic data. UK markets declined, the FTSE losing ground despite support from Financials and Materials, and the as-yet seemingly muted impact of the Brexit process....

International Market Commentary: October 2016

Global equity markets mixed Electoral uncertainty and rising expectations of rate rise weigh on US markets, despite upbeat economic data UK markets higher, despite prospects of a hard Brexit: Sterling weakness boosted offshore-oriented firms, and the banking sector...

Updated IPEV guidelines

As part of the rhetoric to support Brexit, the “curvy banana and crooked cucumber rules” were highlighted as being the result of overeager Brussels bureaucrats trying to control the every move of the EU member states. Regardless of one’s opinion regarding Brexit, the...

AGF Awards 2016

About the awards RisCura’s Heleen Goussard (Associate) and Debbie O’Hanlon (Senior Analyst) attended the 2016 Africa Service Providers Awards gala dinner on Thursday (27 October) presented by Africa Global Funds. RisCura was honoured with the award for...