Key Highlights The decisive victory of Donald Trump in the US presidential election has fuelled optimism in equity markets, driven by...

October proved to be a roller coaster month for risk assets and portfolios overall as liquidity and positive sentiment raised valuations...

No matter how the results play out, September’s 0.5% rate cut by the United States Federal Reserve will mark a turning point for markets....

Gone are the days of a gentle August it seems. During the month, for a short period, equity market volatility denoted by the VIX Index...

Events surrounding the forthcoming US election and their implications pushed and pulled markets during July for the first time in several...

A confluence of the business and debt refinancing cycles and some subtle electioneering from the US Treasury in the form of fiscal QE...

May proved a more positive month than April for risk assets. Notably, industrial commodities surged ahead with mainstream equities...

Overall, April marked further progress at portfolio level, although it must be noted that volatility made an unwelcome return.  In a...

The first quarter 2024 has been positive for investors in Alpha Beta Partners portfolios.  March witnessed some important milestones –...

Portfolio performance proved positive again in February.  The hyperbolic nature of artificial intelligence inspired technology companies...

The new year began as the old year ended – with positive momentum from equity markets fuelled by the allure of lower interest rates ahead...

We wish readers a happy new year.  The much longed-for year-end rally pleased retail and professional investors alike and set the scene...

Set against the backdrop of a cooling developed markets economy, we were all encouraged to see risk assets performing strongly during...

October, so often the difficult month, delivered true to form this year. In October’s Investment Update we pointed to growing potential...

Taming inflation is proving to be a drawnout process, despite the sharpest interest rate rises in 40 years. The result has been a tough...

After a more challenging phase in August risk assets clawed back most of their losses by month end, based on signs of a moderating US...

Balanced-Income Portfolios: Navigating capital stability and growth with a steady dividend income stream Balanced-income portfolios (BIP)...

In the movies it can sometimes be difficult to determine accurately the difference between “the dark Lord” and the “shining white...

An allegorical text offers the reader a report with 2 possible meanings. In some ways, we identify an overlap with signals emitted by...

Of course, appearances are often deceiving and beneath a seemingly quiet exterior, complications, dangers, and opportunities can lurk....