US President Donald Trump’s announcement of sweeping tariffs on imports sent investors reeling in April 2025, with American stock markets losing a record-setting $6.6 trillion in value over just two days. The Dow and S&P 500 each lost more than 9 % on the first two trading days after Trump set out his “Liberation Day”…
At Dynasty, we have long endorsed an investment approach that blends active and passive portfolio management to achieve optimal, risk-adjusted returns over the longer term. As an evolution within our portfolio construction, we have recently included three Enhanced Indexation Funds in our house-view global equity portfolios. Explaining Enhanced Indexation Enhanced Indexation is an active-passive hybrid…
2025 was a positive year for investors, with equities delivering strong dollar returns for the third successive year. But it was also a year that upended many previously safe assumptions about which regions, assets, and markets produce the best returns. Growth broadened beyond the US to world markets (including emerging markets), and a weak dollar…
The strength of the rand over the past year is a most topical subject amongst our clients. In this article, penned by Alison Barker (economist at Advantage FX Solutions), with additional analysis provided by seasoned investment professional Dr Lance Vogel, we illustrate that the dollar is currently trading at levels close to its long-term equilibrium…
