The Good, The Bad & Walking Along the High Street – Part Two

April 2024 Insights The Good: In Big Tech we Trust Growth stocks faced their first bout of weakness in many months as inflation data sparked fears that higher interest rates could persist. The MSCI World Growth Index was down as much as 6% in April as investors...

The Good, The Bad & Walking Along the High Street – Part One

March 2024 Insights The Good: The Eternal Metal Known as the ‘Eternal Metal’, copper has played an essential role in many of mankind’s greatest advancements. It is the world’s third most utilised metal, and holds indispensable importance across various...

The Good, The Bad, & Lucky Number Seven

November 2023 Insights The Good: Defying the Odds The stock market is a strange thing, often characterised by its unpredictable nature. Going into 2023, analysts were downbeat about the prospects for global markets. Many expected a recession in the US, for very good...

The Good, The Bad & Unique Opportunities

October 2023 Insights The Good: Volatility Is Not Risk The US Treasury bond is often a proxy for the risk-free rate used in financial models, but can any investment genuinely be risk-free? In terms of one receiving their invested capital at maturity of the bond, the...

The Good, The Bad & Mike the Greek

August 2023 Insights The Good: The High Street Golf Day This month brought us a highlight we eagerly anticipate every year: the annual High Street golf day hosted at Parkview Golf Club. Against the picturesque backdrop of Johannesburg’s fantastic weather, our...