November 2023 - Boutique Managers

New Road Capital _ Our-Two-Cents

November 23, 2023/in Boutiques on Wednesdays, Featured/by olga

US equities have had a good year of returns so far in 2023, with the S&P 500 having given investors 18.7% for the year up to the end of August.

Click link for the full article. Our-Two-Cents

Centaur Asset Management – 3rd Quarter Report 2023

November 15, 2023/in Boutiques on Wednesdays, Featured/by olga

The Third Quarter

Over the period the JSE All Share Index declined 3%, led by Richemont which fell 26%. Considering the challenges, South African economic growth has held up better than anticipated with the Reserve Bank marginally raising 2023 growth expectations to 0.7%. The Rand was unchanged against a strong US Dollar and appreciated 3% against the Euro.

Centaur-Unit-Trust-Q3-2023-Report