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.
Market Commentary: January 2022
Market Commentary: January 2022 Global Market Themes: Global equities largely lower, roiled by escalating Russia-Ukraine tensions, inflationary fears and hawkish central banks Highly volatile US equities lose more than 5%, entering correction territory UK,...China Market Commentary: December 2021
China Market Commentary: December 2021 Here are this month’s highlights: For December, the MSCI China index was down 3.2% and the MSCI China A Onshore index was up 0.7%. Offshore listed companies in Hong Kong and US ADRs fell indiscriminately. By contrast, onshore...RisCura – SAVCA Private Equity Performance Report: South Africa Q2 2021
We are pleased to release the June 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 purpose of...RisCView: December 2021
Monthly performance ranking of investment products.
Market Commentary: December 2021
Market Commentary: December 2021 Global Market Themes: Mounting Omicron cases in Europe, United States (US) despite highly vaccinated population Developed Market (DM) equities stage a recovery and end the year with double-digit gains Chinese equities slump,...RisCView: November 2021
Monthly performance ranking of investment products.