Post this significant increase in prevailing interest rates and the subsequent horrific return generated by bonds, the question being asked is whether bonds have corrected sufficiently from being an investment that offers “return-less” risk to one that offers sufficient potential reward for the risk involved?

Concentration unpacked through a comparison of the MSCI World Index according to two different weighting methodologies.

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.

The US Dollar may well be impacted by the de-dollarization forces, however, there might also be fundamental economic factors to consider.

By recognising the tendency to overestimate short-term impacts and underestimate long-term effects, investors can make more informed decisions, focus on their long-term goals, and stay committed to sound investment strategies.

A month of negotiations culminating in an eleventh-hour deal to avoid default through the suspension of the ceiling until January 2025.

From an investment point of view, it’s next to impossible to predict what the impact of new technologies might be on individual companies or industries. It is safe to say, however, that in the long-run technological advancement benefits the broad economy.

The stability of the banking sector is crucial for the overall health of an economy, as they provide various financial services to individuals, businesses, and governments. In this newsletter, Henk Myburgh, CFA, explains how a bank works, the risks that they face, how bank runs happen, and a brief history of the recent bank crises.

An overview of crypto investing and the events which transpired at FTX, followed by an investment case for Distributed Ledger Technology.

Although defence companies have performed very well during 2022, outperforming the S&P 500 Index by a wide margin, their valuation metrics still appear attractive, especially considering the potential for healthy long-term revenue and profit growth.