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October 1, 2021

Oct12021
Market Updates Market update: Cautious optimism after a quarter of consolidation

Market update: Cautious optimism after a quarter of consolidation

By Dynasty Asset Management

Global markets were volatile for much of September – and the last week of the month in particular. The instability was enough to erase the strong gains made in the first two months of the quarter (Q3), leaving global equities flat to slightly down for the three-month period. It is important to place this disappointing…

Oct12021
Opinion No holds-barred views on the future of South Africa

No holds-barred views on the future of South Africa

By Dynasty Asset Management

Two prominent South Africans have spoken out against the morass of corruption, poor economic policy, and mismanagement in which the country finds itself under ANC governance. Billionaire, Rob Hersov, and Frans Cronje, director at the Centre for Risk Analysis, have both hit out at policies such as expropriation without compensation (EWC) and outlined why they…

Oct12021
Opinion Technical Note – Rand hedges versus the global markets

Technical Note – Rand hedges versus the global markets

By Dynasty Asset Management

Given South Africa’s volatile currency and the fact that our economy represents less than half a percent of world GDP, astute investors will usually seek exposure to other territories. This enables them to mitigate local risks and take advantage of a wider set of global opportunities and hard currencies. The case is, however, sometimes made…

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