‘Responsible investing’ is becoming a mainstream movement, with more institutions evaluating Environmental, Social, and Governance (ESG) criteria when they screen potential investments. This is a development we are watching with great interest at Dynasty and it is a trend that we broadly support. But before we look at the pros and cons of ESG, let’s…
Investors often seek our advice as to which currency/currencies we would recommend for their offshore investments and why. Given how many funds are run from the UK and the Channel Islands, it’s a question that has come up more often since the Brexit vote sent the pound tumbling in 2016, and more recently in 2020…
In my previous article in this two-part series, I looked at how consumer behaviour is changing as a result of the ongoing Covid-19 crisis. As people’s attitudes, spending patterns, working lives, and behaviours evolve to accommodate a new reality, each enterprise in the world will also need to adjust how it operates to minimise the damage…
Since the heavy crash and subsequent rally in global equity markets in the first half of this year, many investment market participants have been asking about the extent and timing of the recovery from the rapid and devastating impact of the fight against the spread of the Covid-19 virus. These questions are often based on…
In times of crisis, it is only natural to want to look beyond the volatility and imagine what the new normal will be when things settle down. As we all do our best to weather the storm of Covid-19, there is no shortage of forecasts and predictions about how the world will look once we…
Dynasty acknowledges that Covid-19 is first and foremost a humanitarian crisis. However, our consistent standpoint since the first regional lockdown on 23 January 2020 by the central Chinese government to quarantine the centre of the outbreak in the Hubei province, is that human and economic health are very much symbiotic. This view is also reflected…
The Covid-19 pandemic is a source of anxiety and suffering for many people around the world. While political leaders, scientists, NGOs, and other stakeholders are working on solutions to the humanitarian and health dimensions of the crisis, our primary objective as Dynasty is to protect clients’ wealth and look after their financial interests during this…
Dynasty is deeply aware that Covid-19 is essentially a humanitarian crisis. Due to extensive media coverage on the human, social, scientific, and statistical aspects of the virus, we thought it would be informative, in the capacity of the custodians of our clients’ wealth, to run a weekly series covering the economic and investment impacts of…
Let’s look back at 2018, before considering why 2019 may well be a better year. Global equities ended 2018 down, with South Africa’s JSE experiencing an especially tough year. The All Share Index was down 8.5% in rand terms and 21.3% in US dollars, while locally listed property fell 25% in rand. Even traditional rand…
