News flash Nasdaq Blowout

News Flash – Powell, the ALSI and Tech

Last week Friday, 27 October 2017, American tech had an incredible day with the Nasdaq Top 100 companies adding $200 billion in market cap. Amazon, Microsoft, and Alphabet Inc. were some of the big performers. The South African ALSI had strong returns, but it may not be as healthy as it seems.

News flash Catalonian and Spanish Leaders

News Flash – May, Puigdemont, and Gigaba

Internationally, there have been Brexit ball games and the ambiguous possibility of Catalonian independence. Locally, there are concerns over Gigaba’s interim budget allocations to State Owned Enterprises. We also outline below, the Dynasty house-view on the positioning of our domestic portfolios ahead of the ANC Elective Conference in December.