Author name: Abdu-raof Hanslo

Navigating the markets through post-pandemic pockmarks Q3 ’22

The level of US economic activity remains healthy despite strong headwinds from sharply rising interest rates, waning fiscal stimulus, notably higher consumer inflation and concerning geopolitical tensions. The US labour market has been resilient thus far and household balance sheets remain robust, although consumer confidence has declined. The US dollar has strengthened considerably this year […]

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Navigating the markets through post-pandemic pockmarks Q2’22

US economic activity is now well ahead of pre-COVID levels despite strong headwinds from sharply waning fiscal stimulus, much higher consumer inflation and rising short-term interest rates. Consumer resilience is evident, stemming from robust labour markets, the buffer from accumulated savings from lockdown periods and higher wealth levels from high house prices and equity markets.

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UKRAINE – ‘a humanitarian crisis that highlights the cracks in society today’

As world leaders come together to voice their condemnation of Russia’s invasion of Ukraine, the world is shocked to see the number of people being murdered and displaced due to the catastrophic events of the past almost 2 weeks. As we see the events unfold minute by minute via the world’s media broadcasters, our hearts

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Navigating the Markets through pockmarks post-COVID (part 3)

We are pleased with the extent of our fund’s rebound and outperformance in the wake of the unexpected pandemic market shock, now more than a year behind us. Rapid rollout programs of (very effective) vaccines have substantially progressed in many developed markets, with laggard countries (like Germany and Japan) rapidly catching up. This is allowing

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