December 2018 Update
In a year dominated by politics, and specifically US politics and politicians, the US Government shutdown dominated the news in...
November 2018 Update
Trade tensions between China and the US seemed to thaw in November, as a 90-day freeze on any further tariffs...
October 2018 Update
Globally risk assets were sold-off aggressively as higher interest rates in the US, coupled with continued trade war concerns and...
September 2018 Update
The escalating trade war between the US and China has dominated global headlines, with the US applying tariffs to $200bn...
August 2018 Update
While most global investors were on holiday in August (those based in the Northern Hemisphere at least), US President Donald...
July 2018 Update
In July we saw an escalation in trade tensions between the US and China, as more details emerged regarding the...
June 2018 Update
Bad news sells. And it appears that Donald Trump is determined to do anything to ensure he is in the...
May 2018 Update
News in May was dominated by the strength of the US economy and record low levels of unemployment. Labour market...
April 2018 Update
April was a good month for investors who measure their returns in Rands. In a reversal of the first three...
March 2018 Update
March was fairly quiet in terms of news, especially when compared with the events that took place during the preceding...