Market Solutions – October: Global Bond Weakness Gathers Steam In September 2018

By Alexander Forbes Investments on Oct 10, 2018 in Economic Insights

At Alexander Forbes Investments we maintain that the forthcoming financial market cycle won’t look the same as the past cycle where traditional bond and equity asset class returns were abundant.

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Offshore Allocations Mitigate Domestic Growth And Currency Risks.

By Alexander Forbes Investments on Sep 19, 2018 in Economic Insights

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 General

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 Economic Insights

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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