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27
Jul

Monthly Market Update – 06/2021

Monthly Market Update

June overview June saw the onset of the anticipated third wave of COVID-19 infections in South Africa. Due to the much more contagious Delta variant, daily new cases increased at a significantly faster pace. Towards month end, government moved the country to adjusted Level 4 lockdown. The vaccine rollout in SA has been disappointingly slow. […]

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27
Jul

Markte op Maandeinde – 06/2021

Monthly Market Update

Junie oorsig In Junie het die verwagte derde golf COVID-19-infeksies Suid-Afrika getref. As gevolg van die baie meer aansteeklike Delta-variant, het daaglikse nuwe gevalle teen ’n aansienlik vinniger tempo toegeneem. Teen die einde van die maand het die regering die land op aangepaste vlak 4-inperkings geplaas. Die toediening van entstowwe in SA bly teleurstellend stadig. […]

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13
Jul

Monthly Market Update – 05/2021

Monthly Market Update

May overview An influx of reported COVID-19 cases hit South Africa in May, leading to a steep increase in COVID-19 related hospitalisations and mortalities, as new cases started rising closer to the official threshold of a third wave. Phase two of SA’s vaccination programme was launched around mid-month, starting with those aged 60 and older. […]

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13
Jul

Markte op Maandeinde – 05/2021

Monthly Market Update

Mei oorsig ’n Styging van aangemelde COVID-19-gevalle het Suid-Afrika in Mei getref, wat gelei het tot ’n sterk toename in COVID-19-verwante hospitalisasie en sterftes. Namate nuwe gevalle aangemeld is, het vrese toenemend ontstaan dat die land nader aan die drempel van ’n derde golf van infeksies begin kom het. Fase twee van die land se […]

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09
Jun

Markte op Maandeinde – 04/2021

Monthly Market Update

April oorsig Suid-Afrika het in April voortgegaan met die eerste fase van die COVID-19-inentingsprogram, met byna 330 000 gesondheidswerkers, uit ’n totaal van 1,2 miljoen, wat teen die einde van die maand ingeënt is. Aangesien ‘COVID-moegheid’ en die moontlikheid van ’n nuwe variant die risiko van die tempo van infeksies verhoog, bly daar kommer oor […]

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09
Jun

Monthly Market Update – 04/2021

Monthly Market Update

April overview South Africa continued with phase one of the COVID-19 vaccination program in April, with nearly 330 000 health workers vaccinated by month end, out of a total of 1.2 million targeted.  With ‘COVID fatigue’ and the potential of a new variant posing a threat to the rate of infection, concerns around a possible […]

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19
May

Quarterly Review – Q1 2021

Quarterly Investment Review

With appreciation to PortfolioMetrix SOUTH AFRICAN PORTFOLIOS EDITION MARCH 2021 Asset Class Returns After last year’s false start and paralysing pandemic, the prospects for a sustained reopening of economies and evidence of a tangible global recovery have begun to unfold in the first quarter of 2021. The resultant improving macroeconomic landscape, ballooning stimulus packages and […]

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22
Apr

Monthly Market Update – 03/2021

Monthly Market Update

March overview South Africa returned to lockdown level 1 on the first of March, an encouraging start to the month for lockdown fatigued citizens. However, the extremely slow pace of vaccine rollouts means the country is still highly vulnerable and at risk of a third wave. During its March meeting, the Reserve Bank’s Monetary Policy […]

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22
Apr

Markte op Maandeinde – 03/2021

Monthly Market Update

Maart oorsig Suid-Afrika se terugkeer na grendelvlak 1 vroeg in Maart was bemoedigend vir burgers wat deur die verskeie inperkings vuisfoos gelaat is. Die uiters stadige tempo van entstof-toediening laat die land egter steeds baie kwesbaar en beteken die risiko van ’n derde golf. Die Reserwebank se monetêre beleidskomitee het tydens sy Maart-vergadering besluit om […]

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23
Mar

Monthly Market Update – 02/2021

Monthly Market Update

February overview February started with trials that showed that the AstraZeneca vaccine could be less effective against the new coronavirus strain found in South Africa, causing a delay in the rollout of vaccines in the country. Around mid-month, after the Johnson & Johnson vaccine arrived, government was able to kick off its vaccination campaign. President […]

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