Revisiting Smoot-Hawley – Is This Time Different?
Markets remain volatile, and with protectionist trade measures once again making headlines, we thought it timely to share our views. The piece takes a closer look at the recent tariff developments…
Global Opportunities Review
Markets are in constant flux, and in this Global Opportunities Review, we share our latest views on where tactical opportunities are emerging across the globe. From movements in US Treasury yields t…
Cartesian Capital Monthly Report – February 2025
February presented a paradoxical picture for the South African stock market. The JSE All Share Index, after reaching numerous all-time highs, including a close of 89,061.67, ultimately dipped by 0.0…
Cartesian Capital Monthly Report – January 2025
The JSE All Share Index delivered a strong performance in January, rising by 3.21%, with the resource sector leading the charge. The Resi10 index surged 17.91%, driven by impressive gains in gold mi…
Cartesian Capital Quarterly Report – January 2025
The Chinese Lunar New Year begins on the 29th January, kicking off the Year of the Snake.
The snake represents wisdom and strategy, and this year of the Wood Snake is all about opportunities; wi…
The Switch to a Living Annuity: A Pivotal Decision
Retirement—it’s the golden chapter of life we all aspire to. But how do we ensure that our pension funds not only sustain us but also thrive?
When transitioning from a traditional pension f…