China Market Commentary: April 2022
China Market Commentary: April 2022 Here are this month’s highlights: To prevent a spike in deaths we expect lockdowns will continue in China and are likely to disrupt its economy. The most compelling reason to invest in China right now is the depressed valuations...RisCView: March 2022
Monthly performance ranking of investment products.
Market Commentary: March 2022
Market Commentary: March 2022 Global Market Themes: Ukraine dominates sentiment, tensions escalate between Russia and NATO-allied nations Further sanctions, supply chain disruptions boost global energy prices United States (US) announces the release of crude oil...China Market Commentary: March 2022
China Market Commentary: March 2022 Here are this month’s highlights: Domestically, a resurgence of COVID-19 cases has led to local lockdowns in multiple cities including Shanghai and Shenzhen. Although volatility may persist in the near term, we remain constructive...Is your goal income or capital?
The goal of retirement savings is to secure an income stream that funds expenses for the duration of a retiree’s life. A key objective for trustees to consider could therefore be articulated as “limiting the mismatch between a retiree’s future income and expenses.”...RisCView: February 2022
Monthly performance ranking of investment products.
RisCura – SAVCA Private Equity Performance Report: South Africa Q3 2021
We are pleased to release the September 2021 edition of the RisCura – SAVCA South African Private Equity Performance Report. This report tracks the performance of a representative basket of South African private equity funds and is published quarterly. The...Market Commentary: February 2022
Market Commentary: February 2022 Global Market Themes: Heightened tension, volatile markets as Russia invades Ukraine European equities largely lower, UK boosted by oil giants Sanctions and threats, frozen asset-holdings hit Russia and its political elite Risk...The Russian Invasion of Ukraine
A complex geopolitical situation is unfolding in the form of the invasion of Ukraine by Russia. We describe this in some detail below. The situation has already, of course, had implications for markets, a brief summary of which we cover in the following paragraph...China Market Commentary: February 2022
China Market Commentary: February 2022 Here are this month’s highlights: The MSCI China A Onshore index fell by 8.8% and the MSCI China index had a 3% decline. There are very few fund managers operating in the smaller companies’ space despite the vast investment...RisCView: January 2022
Monthly performance ranking of investment products.