Kevin Warsh has officially taken office as Chair of the U.S. Federal Reserve, signalling a potentially significant shift in monetary policy. In this follow-up to last month’s overview of his appointment, we examine his inaugural policy stance, including his views on inflation, balance sheet reduction, regulation, and Fed communication, and explore the implications for global markets and South African investment portfolios.

In this month’s newsletter, Ashley Knight, CFA, discuss the introduction of Dubai based Optasia as a listed company at the JSE.

A look at the rationale behind precious metals’ latest moves.

We initially wrote about silver in July 2020, providing an update in 2022. With the latest rally in precious metals, it seemed fitting to bring everyone back up to speed.

This month, Ashley Knight, CFA takes a look at the proposed changes to the Inflation Reduction Act and the potential impact on the Pharmaceutical industry.

This month, Ashley Knight, CFA, reviews her newsletter from 2020 on behavioural biases. She takes a look at these biases’ impact on investment behaviours and the resultant market reactions over the past few years.

Our personalities, mannerisms and values are all shaped by our surroundings, and our savings patterns are not an exception. Different generations exhibit different savings patterns, many of which have been moulded by the landscape in which those generations grew up.

Based off of the recent surge in precious metal prices and the lag of their miners’ share prices, is there value in holding precious metal miners?

Many are asking whether China has been oversold and wondering whether the year of the dragon will see China rising from the ashes.

Weight loss wonder drugs have taken the world by storm, but the recent past has seen scepticism for other industries which this new fad may impact.

A look at concentration risk within the MSCI World, highlighting the importance of effective risk management within a portfolio, particularly when the concentration sits in overvalued holdings.