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Quarterly Market Commentary – March 2021

Mila MafanyaEquity Market Commentary by Mila Mafanya
Portfolio Manager

Global equity markets entered 2021 in the same vein they exited the last quarter of 2020. The conclusion of the orderly exit of the United Kingdom (‘UK’) from the European Union (‘EU’) and the highly contested United States (‘US’) elections in the final quarter of 2020 meant that the market was rid of the two most pertinent political overhangs through 2020...

Equity Market Commentary March 2021

Quarterly Money Market Commentary – March 2021

Bongani NgwanyaMoney Market Commentary by Bongani Ngwanya
Portfolio Manager

Major central banks stuck to the script and kept interest rates unchanged. In its February meeting, the Bank of England (BOE) kept its Bank Rate at 0.1% and the size of the bond buying programme at GBP895bn. In March, The European Central Bank (ECB) announced it was leaving its benchmark Refinancing Rate on hold at a historic low of 0%...

Money Market Commentary March 2021