by alex@integrityam.co.za | Jan 11, 2024 | News
2024 Outlook Before we unpack our outlook for 2024, we would like to take a moment to welcome our investors and readers back from what we hope was a restful time spent with family and friends. The final month of 2023 saw the S&P 500 rally a further 4.42%. This as...
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 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...