maintaining the trust of our clients IS the cornerstone of our business
GLOBAL EQUITY STRATEGY
This strategy aims to achieve long term capital appreciation (in USD terms) by investing in a diversified portfolio of global equities.
LOCAL EQUITY STRATEGY
This strategy aims to achieve long term capital appreciation by investing in a diversified portfolio of South African equities.
This strategy aims to achieve long term capital appreciation by investing in a diversified portfolio of funds of different asset classes.
TRUST IS THE FOUNDATION OF LONG TERM RELATIONSHIPS
Integrity Asset Management is an owner managed,
boutique asset management company specialising in
unique, tailor-made solutions for private and institutional
clients. As such, we invest in long-term relationships with
our clients through exceptional, personalised service and
long-term value creation.
We provide an open architecture to structure the most appropriate, cost-effective and administratively efficient portfolios to meet our clients’ investment needs:
- Local and offshore equity collective investment schemes and segregated portfolios
- Local and offshore multi-managed portfolios
A soft-landing of the US economy has now become the consensus view among investors. This month we discuss two valid reasons as to why the soft landing may not happen, leaving investors sorely disappointed.
S&P 500 rallied a further 4.42% in December 2023 as market participants rejoiced on the news that the US Federal Reserve expects rates to be lower by the end of 2024. Many investors believe these cuts will increase the likelihood that the US economy achieves a soft landing. However, our view has been somewhat less optimistic.
The S&P 500 has delivered a 18.97% return YTD. The result of a market more divided than almost any other time in the last century.