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Category: Views & Analysis

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From The CIO’s Desk

Strategy Snapshot War in Ukraine and Tail Risks for Global Financial Markets When Russia Invaded Ukraine on the 24 February, the markets responded negatively with stocks and bonds falling while Oil, Commodities (including Gold) rose. The decline in stocks lasted about a month but markets reversed from 15th March onwards and stocks recovered ...

From The CIO’s Desk

Markets: US Equities Theme: Fourth Quarter Financial Results from the Large-Cap Banks Companies Discussed: We are now right in the middle of the fourth-quarter reporting season for US stocks. The early part of the reporting season is dominated by large-cap financials. We have analysed and considered the results reported for the ...

From The CIO’s Desk

The US Stock Market in 2022:Possible Capitulation on Monday 24th January 2022 Markets go up using the steps but come down in the elevator – market saying On Monday 24/01 /2022, we are seeing some huge moves in the US equity market coming on top of some large declines in ...

The US Stock market In 2022

We are only three weeks into the new year, and we have already seen some huge moves in markets. This has been called the great rotation trade and it can be illustrated by looking at the divergent performance of the 11 sectors of the S&P 500 as we look at the performance ...

Review of 2021 and the Outlook 2022

Introduction 2021 has been an extraordinary year. It began with great optimism as Investors and analysts expected that the roll-out of the recently discovered Covid Vaccines would result in a gradual normalisation and opening of the economy. The Vaccine rollout has been quite successful at least in many of the ...

From The CIO’s Desk

July Market Summary July was yet another positive month for the markets. Over the month of July, the S&P 500 and the Nasdaq 100 saw a total return of 2.38% and 2.82% respectively. The main indices reached a new all-time high just a couple of days before the end of ...

Long-Term Wealth Creation Through Investing in Equities – Chapter 04

Long-term investment in equities is the best way to create long term wealth for most people. In the previous chapter, we noted that effective long term equity investing requires a rational, consistent framework for identifying outstanding businesses. Such entities are more likely to compound at a higher rate over a ...

Long-Term Wealth Creation Through Investing in Equities – Chapter 03

Long-term investment in equities is the best way to create long term wealth for most people. We will start this note (the third in the series) with a comment on growth and value which, in our view is a distinction, without a difference. Commentators sometimes talk about Value and Growth ...

Financial Market Review

Equities Market Drifting – Just off all-time highs This was a slightly negative week for global stocks with all major US indices drifting a little lower after hitting all-time highs in the middle of the week The US Corporate quarterly reporting season continues, and many large cap companies have already ...

Financial Market Review

Equities Bitcoin and Chips This was a positive week for global stocks with all major indices hitting all-time highs and February is shaping up to be a positive month. The US Corporate Quarterly Reporting Season is in full flow. As we have noted for the last two weeks, most large ...
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