Category Archives: The Matrix Review

Download Performance Update We are usually an upbeat bunch in our monthly communications to clients, but under the current circumstances, it may seem challenging to look for the silver linings. The coronavirus has brought and will continue to bring much…
Read more

Download Performance Update Just as we thought the global economy was turning a corner for the better, Trump almost started World War III. Thankfully, the impact on the oil price and risk appetite was short-lived. However, the Chinese Lunar New…
Read more

Download Performance Update Markets are off to a strong start in 2020, despite persistent uncertainties. This is even more encouraging given that it is off a respectable 2019 performance across most asset classes. Granted, the S&P’s near 27% stood out…
Read more

Download Performance Update And so another decade ends with a year that proved that we continue to live in interesting times. 2019 will be remembered for deals and doves, protests and populism, bailouts and Brexit, Miss Universe beauties and rugby…
Read more

Download Performance Update What a win for the Boks! In our previous review, we highlighted that 12 could be the magic number for SA in the 2019 Rugby World Cup. And so it was, with South Africa scoring two tries in…
Read more

Download Performance Update The number ‘12’ has significance across many religions and belief systems across the world and through the ages. The ancient Greeks had twelve major deities, Zeus and Apollo being two of the more famous ones. Hercules, the…
Read more

Download Performance Update The adage that ‘forecasting is difficult, especially if it is about the future’ can be adapted to explain historical market movements – it is sometimes just as difficult to elucidate why financial markets reacted to news flow…
Read more

Download Performance Update It has been a tough time in global markets of late and even more so for South African asset prices. Global turmoil and domestic headwinds have battered the rand, equities, and bonds. Yet despite SA’s weakest point…
Read more

Download Performance Update If the global financial crisis has taught us one thing, it is that central banks will do whatever it takes to intervene in economic cycles where necessary to avoid a repeat of what we saw in late…
Read more

Download Performance Update In Finance 101, we learn that investments with higher risk should deliver higher returns, over time, but that the road may be rocky. Investors in South African assets can surely attest to the unevenness of gains and…
Read more