by alex@integrityam.co.za | Dec 5, 2023 | News
Divergence in Equity Markets As 2023 draws to a close and we reflect on the year that was, one thing that stands out is the resilience of equity markets. The S&P 500 has overcome a global banking crisis, the highest US Federal Reserve (“Fed”) funds rate in 22...
by alex@integrityam.co.za | Nov 6, 2023 | News
Is the new era of inflation underway? Long-run inflation swings have been powerful drivers of financial asset performance throughout economic history. These swings in long-run inflation result in inflation eras that can last multiple decades. We believe that a new...
by alex@integrityam.co.za | Oct 26, 2023 | News
What are PGMs? PGM stands for Platinum Group Metal, which typically includes six closely related metals that share similar chemical properties and are often found together in mineral deposits. The three most common platinum group metals are Platinum, Palladium and...
by alex@integrityam.co.za | Jul 10, 2023 | News
How did we get here? In March 2020, the global economy was hit by a shock that left millions of people out of work. After a few weeks of commotion, central banks swiftly responded, reducing rates and increasing quantitative easing. In addition, governments implemented...
by alex@integrityam.co.za | Jun 5, 2023 | News
Forget about the debt ceiling With the US government forecast to hit the debt ceiling on Monday the 5th of June market anxiety has been on the rise. US Indices rise on as much of an utterance of deal resolution and fall in panic on the hint of no deal. Despite the...