Morningstar Market Commentary for August 2024

Market and Economic Summary Global equity markets recorded strong gains this month. However, these positive headline moves masked the volatile nature of global markets, as most experienced a sharp sell-off during the first week of the month. This sell-off was due to...

Maybe She’s Born with it…

The month of August is marked as Women’s month as a tribute to the 20 000 women who marched to Union Buildings on the 9th of August 1956. While progress has been made, there are still so many gaps in today’s society; one of them being financial knowledge....

Current Market Volatility

Dear Southwood Clients For those of you who enjoy your sport, we hope you’ve been relishing the Olympics. Amid the headlines about our great athletic achievements, the current market volatility is also very much in the spotlight. To address this, we’d like to share...

Every month is a good month to invest

When it comes to investing, common patterns such as “sell in May and go away” and the “January effect” may not offer significant value based on historical data. Regardless of the month, long-term investors should focus on staying fully invested...

Morningstar Commentary for June 2024

Market and Economic Summary Global equity markets ended the month higher, delivering strong returns for the second quarter of 2024. Inflation continued to moderate across most developed markets, fuelling expectations that their respective central banks will begin...