Every month we produce a range of reports to empower our clients to stay abreast of the movements in investment markets as well as the performance of investment managers who manage the assets of our clients.

Our Market Summaries encapsulates the short, medium and long-term performance and risk of our local as well as offshore markets.

Albeit that we produce more than 30 detailed monthly Peer Group Investment Manager ScoreCards (where every report is in excess of 30 pages of analyses), we only publish a summary publicly available report which incorporates 8 of these ScoreCards. Our clients have access to the entire range of ScoreCards as such empowers them to monitor the peer relative performance and risk of their selected investment managers and to make informed decisions.

  • Market Update April 2018
    Market Update
    Every month we produce a Market Summary report for our clients to keep them updated. The report encapsulates the short, medium and long-term performance as well as risk characteristics of our local as well as offshore investment markets. The report includes all the various asset class results i.e. local...
    Read More  
  • Market Commentary - Q1 March 2018
    Market Update
    Market Overview At the beginning of 2018 the stage looked set for synchronized economic expansion and the potential for further gains for growth assets in a risk on environment. We saw the S&P 500 (a measure for the largest 500 shares in the United States) end every single month of...
    Read More  
  • Market Update March 2018
    Market Update
    Every month we produce a Market Summary report for our clients to keep them updated. The report encapsulates the short, medium and long-term performance as well as risk characteristics of our local as well as offshore investment markets. The report includes all the various asset class results i.e. local...
    Read More  
  • Market Update February 2018
    Market Update
    Every month we produce a Market Summary report for our clients to keep them updated. The report encapsulates the short, medium and long-term performance as well as risk characteristics of our local as well as offshore investment markets. The report includes all the various asset class results i.e. local...
    Read More  
  • Market Update January 2018
    Market Update
    Every month we produce a Market Summary report for our clients to keep them updated. The report encapsulates the short, medium and long-term performance as well as risk characteristics of our local as well as offshore investment markets. The report includes all the various asset class results i.e. local...
    Read More  
  • ScoreCards December 2017
    Peer Group Surveys
    As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report incorporates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as...
    Read More  
  • Market Commentary - Q4 December 2017
    Market Update
    Market Overview As anticipated, the final quarter of 2017 lived up to its expectations and was in many ways a watershed one for our rainbow nation. President Zuma kicked off proceedings by announcing yet another Cabinet reshuffle. Most notably, David Mahlobo, a Zuma ally, was appointed as Minister of Energy which...
    Read More  
  • Market Update December 2017
    Market Update
    Every month we produce a Market Summary report for our clients to keep them updated. The report encapsulates the short, medium and long-term performance as well as risk characteristics of our local as well as offshore investment markets. The report includes all the various asset class results i.e. local...
    Read More  
  • ScoreCards October 2017
    Peer Group Surveys
    As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report incorporates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as...
    Read More