September 27, 2022

Gauging the virus shock to economy

Global economic activity is being frozen to stem the coronavirus pandemic. Yet implications for asset prices will dep...
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September 27, 2022

Why successful investors avoid gambling

no matter how sure or confident you may be, never go all-in on a single share or company. There is always the risk or...
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September 27, 2022

Investing in a post Covid-19 world

Metrics indicate that we are approaching peak infections and peak death rates in some of the largest economies in the...
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September 27, 2022

Investing during Covid-19 - we are 75% through the fear

The fear driving markets since February is due to a kind of dread that history will repeat itself. Investors worry th...
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September 27, 2022

Oil Markets are Lacking Energy

Our Head of Equities Stephen Dover gives his take on the recent single-day collapse in oil futures contracts, and wha...
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September 27, 2022

Moody’s downgrade and the impact on your investments

The downgrade followed a sharp increase in bond yields in emerging markets and South Africa, as markets discounted th...
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