Market UpdatES

February 13, 2019

The positive momentum that was present in the last few weeks of 2018 has continued into the new year with local and international markets rising for the month. South African equities, as measured by the All Share Index (ALSI), closed 2.8% higher despite SA’s business c...

Happy New Year to everyone from the 1st Fusion Asset Management Team. All the very best for the year ahead. We only hope its not as painful for investment markets as 2018 was. 

2018 was, no doubt, a frustrating year for investors and market participants but was also not...

December 12, 2018

As the year draws to a very sudden close, investors and advisors often reflect on the year that has been.  How did markets do? How did portfolios fare? Most importantly, did they stack up in relation to long term investment objectives?

If none of the above panned out ac...

The year has been a tough one for investors across all asset classes both local and foreign. Investor sentiment is low and the resolve to remain invested after a disappointing 3-year investment period is being put to the test in a serious way.

The appeal of cash in the...

October 15, 2018

This month we continue in our series explaining the role of Smart Beta in the investment universe.

Smart Beta is a relatively new investment term and started out in the early 2000’s with the rise of Research Affiliates RAFI index creation. Which moved away from the trad...

August 31, 2018

Last month we started our “Smart Beta Series” with a description on passive investments. (For those who have not gone through that yet, please refer to the July 2018 Newsletter)

This month we continue in our series explaining the role of active management in the investm...

July 31, 2018

The rise of “Smart Beta” has been something to admire over the course of the past 13 years. From humble beginnings to a term that encompasses a wide range of offerings across the globe that is starting to eat the lunch of many an active manager.

So, the question is “wha...

January 30, 2017

A new year, a new chapter, a new challenge and most importantly a new you! Investors across the world have come back from their festive family vacations and returned to work. The list of resolutions is likely to be long and optimistic. Let me guess “Stop Smoking”, “Exe...

November 11, 2016

To Our Clients 

The dust is far from settled post the US election and the sun has still not set on 2016. A bizarre year has left many surprised by its events. The year started with the worst start in financial market history and has not disappointed to surprise since th...

July 12, 2016

I have waited for the dust to settle post the BREXIT vote. Not that we have not been asleep behind the wheel but rather we try to avoid making both irrational decisions and drawing incorrect conclusions. The outcome caught the market by surprise. Which itself is a litt...

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