Equity Market Commentary by Zahira Osman
Portfolio Manager
Global growth slowed during 2022 predominantly on the back of fiscal and monetary tightening, higher base effects from the post-COVID reopening boost, China’s ongoing COVID-zero restrictions and property slump, and the Russia-Ukraine war...

Equity Market Commentary Fourth Quarter 2022

Money Market Commentary by Bongani Ngwanya
Portfolio Manager
What will domestic interest rates do this year? It’s a question we ask ourselves at the beginning of every year which, of late, doesn’t require much crystal ball gazing or a Sangoma consultation. It has become abundantly clear that the South African Reserve Bank (‘SARB’) is taking notes from the developed markets central banks...

Money Market Commentary Fourth Quarter 2022