Archives


  • Thumbnail Monthly commentary
    Global Equity Growth Portfolio: July 2021

    14 July 2021
    James Cooke

    The Global Growth Portfolio returned 2.2% which is the same as the EAA Fund Global Large-Cap Growth equity peer performance and somewhat superior to the FTSE All- World Index return of 1.2%.

  • Thumbnail Monthly commentary
    Global Leaders Equity Portfolio: July 2021

    14 July 2021
    James Cooke

    Within the portfolio technology and consumer discretionary stocks had a strong month. Adobe returned 16%, Microsoft 8.5% and Amazon 6.7%.

  • Thumbnail Monthly commentary
    Global Equity Income Portfolio: July 2021

    14 July 2021
    James Cooke

    Within the portfolio, technology and healthcare stocks had a strong month. Microsoft gained 8.5%, Roche 8.4% and Merck 8.4%. Financial holdings performed relatively poorly.

  • Thumbnail Monthly commentary
    Global Strategy Fund: July 2021

    13 July 2021
    Carla De Waal

    Value stocks once again performed better than growth stocks in June, continuing the positive trend since the start of the year.

  • Thumbnail Monthly commentary
    Global Leaders Equity Fund: July 2021

    13 July 2021
    James Cooke

    During the month headline inflation in the United States reached over 5% for only the second time in 30 years. Financial conditions remain at their loosest levels in over 40 years. With this backdrop global equities continued to increase in price.

  • Thumbnail Monthly commentary
    Multi Asset Funds: July 2021

    13 July 2021
    Jarred Sullivan

    Global markets had an eventful month with notable swings to the upside and downside. In particular, the quadruple witching day prompted significant market movements as options and futures for single stocks and indexes expired.

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    Is now a good time to invest and what should I invest in?

    06 July 2021
    James Cooke

    We can't predict the future, all we can do is evaluate the factors that will influence the stock market and invest wisely.

  • Thumbnail Latest news
    UK: The shape of things to scrum

    02 July 2021
    James Cooke

    Over the years the United Kingdom has produced some world class footballers. Players like Northern Irishman George Best, Scotsman Kenny Dalglish, and Welsh duo Ryan Giggs and Gareth Bale would have fitted into any British team, perhaps any international team.

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    Market insights: The global shipping industry – Navigating choppy waters

    01 July 2021
    Nico Els and Jarred Sullivan

    The supply chain disruptions brough on by Covid-19, coupled with the Suez Canal crisis in early April 2021, had a major impact on global trade and proved to be a nightmare for global trade and the shipping industry.

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    International market overview - As at the end of June 2021

    01 July 2021
    Nico Els and Jarred Sullivan

    Global risk assets pushed higher at the start of the month, but came under pressure following the release of surprisingly hawkish comments from the Fed.

  • Thumbnail Monthly commentary
    Global Equity Income Portfolio: June 2021

    23 June 2021
    James Cooke

    As anticipated the global equity market had a somewhat more volatile month but the FTSE All-World Index finished 1.6% higher. In line with forecasts, and high frequency data, inflation showed a strong rise.

  • Thumbnail Monthly commentary
    Global Equity Growth Portfolio: June 2021

    23 June 2021
    James Cooke

    As anticipated the global equity market had a somewhat more volatile month but the FTSE All-World Index finished 1.6% higher. In line with forecasts, and high frequency data, inflation showed a strong rise. The pace of central bank asset purchases is reducing but they continue to add fuel to the heating equity market.

  • Thumbnail Monthly commentary
    Global Leaders Equity Portfolio: June 2021

    23 June 2021
    James Cooke

    As anticipated the global equity market had a somewhat more volatile month but the FTSE All-World Index finished 1.6% higher. In line with forecasts, and high frequency data, inflation showed a strong rise. The pace of central bank asset purchases is reducing but they continue to add fuel to the heating equity market.

  • Thumbnail Monthly commentary
    Global Leaders Equity Fund: June 2021

    23 June 2021
    James Cooke

    As anticipated the global equity market had a somewhat more volatile month but the FTSE All-World Index finished 1.6% higher. In line with forecasts, and with high frequency data, inflation showed a strong rise.

  • Thumbnail Monthly commentary
    Multi Asset Funds: June 2021

    14 June 2021
    Jarred Sullivan

    The month started off with the much-anticipated April nonfarm payroll employment figure in the US. While Bloomberg consensus expectations were for a lofty 1 million new jobs to be added, the outcome surprised many with a mere 266,000 jobs added – the largest miss on record.