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Quarterly Market Commentary – March 2020

Shoaib VayejEquity Market Commentary by Shoaib Vayej
Portfolio Manager

The new decade began with hope for a recovery in the global economy, after more than a year of trade wars, predominantly between the United States (‘US’) and China. Manufacturing, which had been hit particularly hard by increased tariffs and uncertainty, looked set for a cyclical upturn with the announcement of a Phase 1 trade deal between the US and China early in the new year....

Market Commentary Global Markets March 2020

Quarterly Money Market Commentary – March 2020

Bongani NgwanyaMoney Market Commentary by Bongani Ngwanya
Portfolio Manager

At midnight on the 26th March 2020, South Africa (SA) entered an unprecedented 21-day national lockdown to try and contain the spread of the deadly SARS-CoV-2 (‘COVID-19’) virus. The next day, Moody’s downgraded SA’s sovereign debt rating to Ba1 from Baa3 and maintained the sovereign’s negative outlook. This means that all three of the world’s most prestigious credit rating agencies deem SA’s sovereign debt as sub-investment grade or junk...

Market Commentary Global Markets March 2020