Investments

Why demographic trends are important in investment decision making

Successful long-term investors spend a lot of time thinking about structural changes happening in the world that will change the economic value chain.

Tariff tensions taunt traders

Post-elections confidence is critical

Another good month for equities – 4 positive months in a row

The first four months of 2019 have been strong for global and local equities. After gaining 4.2% in April, the ALSI is up 12.5% for the year. Globally, things are also looking good, with a number of markets recovering most of the losses incurred during the latter part of 2018. The MSCI ACWI was up 3.4% (in USD) in April bringing the year-to-date gains to an exceptional 16%. With the outcome of the local election considered to be market-friendly, the focus will be shifting towards government’s ability to turn the ship in terms of growth. However, in the first weeks of May it has been the global political arena which dominated sentiment. We’ve seen large fluctuations in markets on a day-to-day basis as the world awaits the outcome of trade negotiations between the two largest economies. Global equities nervously shed over 4% in the first 10 days of May.