While inflation and interest rates are on the increase, it appears as if global economic activity is slowing. Benjamin van Wyk, CFA, explains why we continue to believe that a more conservative stance is justified and prudent.

In this month’s newsletter, Benjamin van Wyk, CFA, looks at the evolving investment world and our continued focus on preserving and growing capital steadily over the long term.

In this month’s newsletter, Ashley Pedlar, CFA, gives a quick update on relevant tech news.

Benjamin van Wyk, CFA, comments on recent local and international developments.

Benjamin van Wyk, CFA, gives a quick update on the latest company news with added commentary regarding our outlook as South Africa continues on Alert Level 4.

The impact of the Coronavirus and the accompanying restrictions on the movement of people, goods and services, has had a significant impact on the global economy. Now, more than a year since South Africa’s first COVID-19 lockdown, Benjamin van Wyk (CFA) examines our positioning.

A responsible approach to portfolio construction and risk management for retirees and investors approaching retirement.

A recap of the recent budget speech. Overall, the government is aiming to reduce the budget deficit and stabilise the debt-to-GDP ratio. Over the past year, the budget deficit has doubled and the shortfall in revenue is approximated at R 213.2 billion. At current levels, this number is projected to increase, resulting in financing costs of R 338.6 billion for the 2023/2024 period. The Treasury has noted this fact and have based their strategy thereon with the aim to “return public finances to a sustainable position”.

The GameStop saga has captured the attention of market watchers and commentators the world over. Benjamin van Wyk, CFA, breaks down the event.

Welcome to 2021, the year in which hindsight will, for once, actually be 2020! In this month’s newsletter, Benjamin van Wyk, CFA, discusses asset allocation and provides general updates on Pyxis’ developments.