Following the barnstorming performance of global equities markets in 2023, the bull run continued throughout the first quarter of this year. Investors have embraced global returns, with the S&P 500 ending Q1 2024 up 10.56%, and the MSCI World gaining just over 9%. Markets remained buoyant on expectations that a soft landing lay ahead for…
For many years we have been consistent in our belief that offshore investments offer a far better set of opportunities for our South African-based investors than local options. At the same time, some of our domestic investors may need to protect themselves against the volatility that the local currency and the global equity markets may…
Close to a year has passed since the rand tested new record lows in the wake of the Lady R debacle. With general elections just around the corner and markets widely expecting the US Fed to start cutting interest rates later this year, now is an opportune time to take stock of the rand’s direction.…
The following article was commissioned by Dynasty for our clients and compiled by our research partner, Analytics Consulting, as represented on our Investment Committee. Notwithstanding the Decoder methodology outlined below, Dynasty considers other non-quantitative factors in determining an investment case for gold, which are currently supportive of this asset class/currency. These include an apparent weaponisation…
