Outlook 2023
2022 has been an exceptionally difficult year, with very few assets preserving capital let alone earning a positive real return. Global equities and bonds have suffered steep falls, in the case of bonds one of the worst periods in decades. Despite the over-arching pessimism we see the foundations for a recovery in markets in 2023 and believe the prospects ahead are more promising than for some time. The reasons are several: MORE...
VAM Investment Update:
MONTHLY MARKET OUTLOOK
We’re in the early stages of recession and expectations are starting to come down. But a more subdued stock market is actually a good sign.. MORE...
MARKET COMMENTARY - December 2022
Stock markets ended November on the front foot, with global equity benchmarks rallying to three-month highs on growing hopes that central banks will shortly begin to reduce the pace of their interest rate increases. MORE...
2023 Global Market Outlook: From darkness to dawn
There is a Winston Churchill quote for every occasion, and the one that fits current market conditions is: “if you are going through hell, keep going”. It’s been a hellish year for investors with almost every major listed asset class posting negative returns. The rebound over the past couple of months has provided investors with some relief, but it’s too early to be confident that we have seen the worst.