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August 2020

In News by CS_admin

A New Paradigm Over the last century, each decade has been synonymous with an environment that has typified that period – a paradigm. From the great depression of the 1930’s, to the war time period of the 40’s. The 70’s saw high inflation and low growth, whereas the 80’s were the reverse of that. Markets adjust to these environments accordingly. …

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July 2020

In News by CS_admin

Gold Gold prices closed in on $2,000 at the end of July, marking the highest point for the yellow metal in history. Regular readers will know that gold has been a core element in our portfolios for some time. Since the end of 2018, the backdrop has been very supportive for gold, and events of 2020 have only reinforced our …

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June 2020

In News by CS_admin

Alternative Protection In addition to pure equity investment, we also look for a blend of assets – covering equities, bonds and alternative investments. This has the dual objective of achieving a return at the same time as dampening the high levels of volatility associated with investing solely in stocks. The non-equity portion of a portfolio has in recent years followed …

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May 2020

In News by CS_admin

Learning to live with it As May has come to a close, it has seen widespread easing of lockdown measures around the world. It is yet too early to gauge how the virus will react to such measures and to what extent a second spike will emerge. It is likely that waves of new infections will occur, but the hope …

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April 2020 update

In News by CS_admin

A time for caution Equity markets saw a sharp bounce back in April, supported by the continued roll out of support packages and programs from governments and central banks; and the slowing of new COVID-19 infections and related deaths in many countries. By month end, the US market (as measured by the S&P 500) was up more than 30% from …

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April 2020

In News by CS_admin

Equity markets saw a sharp bounce back in April, supported by the continued roll out of support packages and programs from governments and central banks; and the slowing of new COVID-19 infections and related deaths in many countries. By month end, the US market (as measured by the S&P 500) was up more than 30% from its March lows and losses …

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March 2020 update

In News by CS_admin

Coronavirus and its Consequences We would like to wish all our clients and professional colleagues as smooth a passage as possible through this period of uncertainty. Markets hate factors they cannot fathom and, as the emerging advice indicates that this current virus will be more damaging and likely longer lasting than in its source in China, the economic consequences have …

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March 2020

In News by CS_admin

The final week in February saw the biggest weekly fall in equities, since the financial crisis in 2008. The catalyst has been a heightened worry that Coronavirus (or Covid -19) will expand from an epidemic to a global pandemic – killing many thousands of people and severely impacting travel, supply chains and consumer confidence. As of the month end, most …

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Correction, not bear market

In News by CS_admin

We wrote in early February about the extent to which coronavirus (which causes the respiratory disease Covid-19) might impact markets, and we would wish to reiterate that view: Regarding the impact of such outbreaks or pandemics on stocks – we think what is important to understand is the base from where we started. Equities had a very good year in …