Our fund manager, James Twidale, shares his views on how the two 'black swans' (COVID-19 & Oil) have affected Q2 2020. Hope springs.

A view on the use of long term averages and historic asset class performances, illustrating how valuations seem off amid the global pandemic

A view into whether markets have markets already recovered from the COVID-19 and the Oil Crisis with market down 'only' 10%.

A review on how asset allocation, diversification, and factor & beta optimisation bode well for our portfolios

A quick overview of the local and offshore market performance for the first four months of 2020 (01 Jan 2020 - 31 Apr 2020)

South African-based Stonewood Capital (Pty) Limited, a specialist family office investment manager, has significantly strengthened its South African presence with the launch of Stonewood Asset Management, a locally-based boutique asset manager that embraces an evidence-based strategic investment approach. Stonewood Asset Management's inclusion within the Stonewood group will unlock significant local investment opportunities for investors and wealth managers, supported by a tr