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Feb 16
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Monthly Commentary – January 2021

By Daria Vucetic Monthly Report
Global Market Overview Market Insights Whilst first-quarter global growth will be at best sluggish, reflecting the recent wave of the virus in the US and Europe, market participants are looking...
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Feb 08
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Q4 Market Commentary – December 2020

By Daria Vucetic Quarterly Report
Market Insights Global Market Overview – 4th Quarter 2020 So, it’s finally over... 2020 will likely go down in the history books as one not to be repeated. It started...
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Dec 14
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Monthly Commentary – November 2020

By Daria Vucetic Monthly Report
Market Insights Global Market Overview A look back at markets in November, in which stocks made record gains amid a decisive outcome in the US election and several successful Covid-19...
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Nov 11
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Monthly Commentary – October 2020

By Daria Vucetic Monthly Report
Market Insights Global Market Overview During October financial markets were fairly unrewarding for investors, with equities, in particular, coming under pressure towards the latter stages of the month. Fixed income...
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Sep 08
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Iza Wealth Durban

Monthly Commentary – August 2020

By Daria Vucetic Monthly Report
Global Market Overview Summary Global markets, as represented by MSCI All-Country World Index, or ACWI, were up 6.1% in USD for August led by Japan (catch-up performance after having lagged...
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Aug 17
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Iza Wealth Cape Town

Monthly Commentary – July 2020

By Daria Vucetic Monthly Report
Global Market Overview Stocks continued their march higher in July, adding a fourth consecutive monthly gain. Despite renewed COVID-19 concerns, rising tensions with China , and signs of stalling economic...
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Jun 17
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Iza Wealth Our Portfolio

Monthly Commentary – May 2020

By Daria Vucetic Monthly Report
Global Market Overview The rebound in equity markets extended into May. A cross-sectional review of asset class returns shows that asset prices have moved on from pricing in reflation to...
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May 11
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Iza Wealth International Retirement

Monthly Commentary – April 2020

By Daria Vucetic Monthly Report
Global Market Overview After the severe shock in March, markets rebounded strongly in April. COVID-19 continued to spread globally, but some countries saw daily new infection rates start to fall...
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Apr 07
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Iza Wealth Looking from a Different Perspective

March 2020

By Daria Vucetic Quarterly Report
Global Market Overview – 1st Quarter 2020 The first quarter of 2020 has been an unprecedented period in financial market history across numerous dimensions: The U.S. stock market fell into...
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Mar 16
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Iza Wealth Investment Process

Coronavirus Deepens its Bite

By Daria Vucetic Monthly Report
Global Market Overview In February, the coronavirus (COVID-19) outbreak replaced trade as the main focus for the markets. Fears of near-term negative effects on Chinese and global growth, together with...
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