Equity

“Business investment is very high and the level of unemployment is so low that there are more jobs to fill than unemployed for the first time in history.” This is […]

The first half of 2018 was tumultuous to say the least. Macroeconomic and microeconomic events have shaken markets and led to poor performances across asset classes. However, we remain confident […]

Risks and tensions have been piling up for several months now–geopolitically, in particular with the trade disputes between the United States and China and, to a less erextent, macroeconomically. Tensions […]

Brexit, the role of the emerging markets, financial crisis, fintech: the impact of asset management.

Central banks are moving towards the ‘QE exit’. The US Federal Reserve (the Fed) this month began reducing the total size of its asset holdings bought under successive rounds of quantitative easing (QE). The European Central Bank (ECB) has just announced a planned reduction in the value of its monthly asset purchases. And the Bank of Japan (BoJ) has been quietly reducing the pace of asset purchases since it began targeting bond yields.

The new developments in the pipeline for Casa4Funds

Growth stocks have been outperforming their value counterparts for quite some time now. Rapidly expanding technology companies have been at the forefront of this trend, but we think it could be starting to reverse, at least partly.

The optimists noted strong and honest leadership, rule of law, business structures that bore scrutiny against the best in the world, allied with a global political elite that was willing the new South Africa to succeed.