by studio@brandesign.co.za | Nov 6, 2023 | News
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 inflation era is underway that will...
by studio@brandesign.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 Brandesign | Oct 4, 2023 | News
Value investing is a time-tested investment approach that focuses on buying shares that are priced below their intrinsic value. “Our view is that this strategy is right for pretty much any market conditions, but particularly during periods of heightened stock market...
by Brandesign | Sep 6, 2023 | News
Too soon to declare a Fed triumph Two-thirds of the way into 2023 the US Federal Reserve (“Fed”) has made marked progress in quelling the overheating US economy. Core CPI excluding shelter and used cars has fallen from a high of 7.1% in mid-2022 to just 0.6% now – see...
by Brandesign | Aug 4, 2023 | News
Market Synopsis – July 2023 The overvaluation of US equity markets The US equity market accounts for over 60% of global equity markets by capitalisation and has proven to be an important driver of global markets over the past decade. In June’s Market Synopsis, we...
by studio@brandesign.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...