In this Issue: Asset Prices Get Distorted – providing unique opportunities Buy Old Mutual as CEO spat affects investor sentiment Structured Products deliver returns in uncertain times Finova Investor Digest – View the Statistical Data Table As Winston Churchill once said “Never let a good crisis go to waste”, we believe...
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In this Issue: Bidcorp rally runs out of steam Featured Offshore Structured Products – 100% downside protection The Week Ahead Other Economic data releases of interest Investors Digest – View the Statistical Data Table Bidcorp rally runs out of steam Bidcorp’s upside breakout failed as the R320 area...
The JSE heavy weight Naspers has pulled backed after it rallied over 50% from its 2018 low. The pull back is due to a global market sell-off sparked by President Trump escalating the Trade war and ‘kicking out’ Huawei. Below is a chart of Naspers, I’ve included the Fibonacci...
Investors have been banking profits and positioning their portfolios for an escalation in the “Trade War”. Panic and fear haven’t gripped the market gauging by the increase in the VIX over the past few days but that could all change with further tit-for-tat tariff increases. Investors could generate significant...
The UK market has rallied over 9% year to date (the market was closed yesterday). But it remains just above a multi-year trading channel dating back to 1999. Investors and businesses don’t like policy uncertainty and Brexit has created almost three years of it. The most recent revelations of secret...
Q1 GDP coming out at -2.2%, the worst since Q1 2009, reflects that the Ramaphoria optimism has not resulted in any tangible results and likely kept investors complacent. The Rand strength is hard to explain and perhaps it will weaken while investors and portfolio managers digest the impact...
Global markets remain robust with no clear signs of a downturn as volatility slowly declines. Investors are buying even the smallest dip, which has seen the market remain in a bullish phase this past week. On the currency front, we could see gradual Rand weakness as over the...
Global markets are being held up by strong first quarter earnings releases and US data from last week that signals US inflation is being controlled. Over 80% of the S&P 500 has released Q1 results and 78% of them have exceeded expectations. If the trend continues it will...
If you are looking at the potential risk adjusted returns from shares over the short term, the answer is yes. There are number of growing factors that are worrying money managers and the most notable is the flattening of the US yield curve (when the 10-year rate stops rising...
The market has remained robust as Trump shifted most of his focus away from a potential trade war with China to Syria. This has helped the market bump higher as it tries to break above its 200-day moving average. The market remains in a bullish phase, while a...