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Offshore Allocations Mitigate Domestic Growth And Currency Risks.

By Alexander Forbes Investments on Sep 19, 2018 in Market and Economic Commentary

Bottom-line: Portfolios have been positioned to mitigate domestic growth and currency risks. That said, we are more constructive on the currency at cheaper valuations. Opportunities to capitalise on the weaker rand will emerge for our major accumulation portfolios.

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Daily Solutions – 31 August 2018

By Alexander Forbes Investments on Aug 31, 2018 in Daily Solutions

After 10 consecutive days of gains, which saw the JSE reach 60,000 points, the market slumped on Thursday as global investors again retreated from risk assets.

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Implications of Turkish Debt and Currency Crisis on South Africa’s Asset Class Returns

By Alexander Forbes Investments on Aug 30, 2018 in Market and Economic Commentary

Turkey’s currency and debt crisis has spilled over into emerging markets (EMs), with comparable current account and fiscal deficits and high debt levels.

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Daily Solutions – 30 August 2018

By Alexander Forbes Investments on Aug 30, 2018 in Daily Solutions

The JSE ended Wednesday slightly higher as the market battled to find direction in a weaker rand environment and on a possible renewed flare-up in trade tension.

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