A brief recap of the major headlines of 2023, followed by some detail on one of the major headlines of 2024, national elections spanning across the globe.

Weight loss wonder drugs have taken the world by storm, but the recent past has seen scepticism for other industries which this new fad may impact.

Post this significant increase in prevailing interest rates and the subsequent horrific return generated by bonds, the question being asked is whether bonds have corrected sufficiently from being an investment that offers “return-less” risk to one that offers sufficient potential reward for the risk involved?

Concentration unpacked through a comparison of the MSCI World Index according to two different weighting methodologies.

A look at concentration risk within the MSCI World, highlighting the importance of effective risk management within a portfolio, particularly when the concentration sits in overvalued holdings.

The US Dollar may well be impacted by the de-dollarization forces, however, there might also be fundamental economic factors to consider.

By recognising the tendency to overestimate short-term impacts and underestimate long-term effects, investors can make more informed decisions, focus on their long-term goals, and stay committed to sound investment strategies.

A month of negotiations culminating in an eleventh-hour deal to avoid default through the suspension of the ceiling until January 2025.

From an investment point of view, it’s next to impossible to predict what the impact of new technologies might be on individual companies or industries. It is safe to say, however, that in the long-run technological advancement benefits the broad economy.

The stability of the banking sector is crucial for the overall health of an economy, as they provide various financial services to individuals, businesses, and governments. In this newsletter, Henk Myburgh, CFA, explains how a bank works, the risks that they face, how bank runs happen, and a brief history of the recent bank crises.