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Entries for 'Bronwyn'

25
Hi AllIn chatting to some friends during the month I mentioned this will be my most positive letter as regards SA Inc. in quite a while. Which is sayi...

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23
Hi AllAnyone who has already seen their quarterly statements for end March will have noticed some outsized 1 year returns. As much as these are impres...

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29
Hi AllI have just returned from a short break in Capetown so please excuse the slight lateness of this month’s letter. Also, not to cop out but there ...

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25
Hi AllVaccines are being distributed across the globe with varying levels of success. The US and Britain seem to be faring the best so far, with milli...

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25
Hi AllWelcome to the first letter of 2021. I hope it is a good year for everyone. The JSE has made a brisk start to the year, up over 7% to date. This...

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26
Hi AllIt’s hard to believe there is only a month to Christmas and this is our last letter for the year. How it has flown, with most of us accomplishin...

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22
Hi AllThere seems to be a subtle change in the local stockmarket lately. I have seen it referred to as a cyclical rotation. It has only been visible f...

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23
Hi AllFresh lockdown restrictions and resultant concerns about world economic recovery are with us. Spikes in Coronavirus case counts in many parts of...

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25
Hi AllIs the smoke clearing?Last week I was chatting to one of my friends in the asset management business and found myself using the term “feeling li...

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24
Hi AllCovid seems determined to continue dominating and affecting life across the globe. Where it was hoped the virus was being brought under control,...

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