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  • Global
  • 17 Apr 2023
  • 4 reading min

Sasfin Global Equity Model - Quarterly Review - Q1 2023

Global equities enjoyed a positive start to the year as the MSCI All Country World Index, returned 7.3% during the first quarter of 2023.

By Jonathan Wernick
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  • Global
  • 04 Apr 2023
  • 7 reading min
Monthly Economic and Market review: March 2023
By Craig Pheiffer
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  • Global
  • 20 Mar 2023
  • 8 reading min
Semiconductors - With great performance comes great volatility
By Jonathan Wernick
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  • Global
  • 20 Mar 2023
  • 16 reading min
Battle Chips – Clash of Great Powers | Chip Wars
By Jonathan Wernick
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  • Market commentary
  • 02 Mar 2023
  • 6 reading min
Monthly Economic and Market Review: February 2023
By Craig Pheiffer
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  • Global
  • 07 Feb 2023
  • 5 reading min
Markets anticipate a Fed pivot
By Jonathan Wernick
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  • Global
  • 24 Jan 2023
  • 3 reading min
Sasfin Global Equity Model - Quarterly Review - Q4 2022
By Jonathan Wernick
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  • Global
  • 04 Jan 2023
  • 8 reading min
Inflation concerns abating as recession fears mount
By Jonathan Wernick
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  • Global
  • 06 Dec 2022
  • 6 reading min
Fresh optimism over China and interest rates lifts markets higher
By Jonathan Wernick
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  • Global
  • 22 Nov 2022
  • 16 reading min
Sasfin Global Equity Fund Review - Q3 2022
By Jonathan Wernick
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  • Global
  • 03 Nov 2022
  • 7 reading min
Bears retract their claws during October
By Jonathan Wernick
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  • Global
  • 11 Oct 2022
  • 3 reading min
Sasfin Global Equity Model - Quarterly Review - Q3 2022
By Jonathan Wernick
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  • Global
  • 03 Oct 2022
  • 10 reading min
Dollar Demand Dominates
By Jonathan Wernick
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  • Global
  • 02 Sep 2022
  • 8 reading min
Fed Flattens False Hope
By Jonathan Wernick
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  • Global
  • 17 Aug 2022
  • 4 reading min
Sasfin Global Equity Model - Quarterly Review - Q2 2022
By Jonathan Wernick
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  • Global
  • 04 Aug 2022
  • 8 reading min
Bears take a breather as Fed considers reducing hiking pace
By Jonathan Wernick
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  • Global
  • 05 Jul 2022
  • 9 reading min
Hiking towards a recession?
By Jonathan Wernick
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  • Global
  • 03 Jun 2022
  • 7 reading min
If the market rallies in a forest full of bears, does anyone heed it?
By Jonathan Wernick
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  • Global
  • 04 May 2022
  • 7 reading min
Markets take cover as hawkish Fed prepares to take action
By Jonathan Wernick
Image Redesign Brick Wall Updated
  • Global
  • 14 Apr 2022
  • 8 reading min
Climbing the wall of worry
By Craig Pheiffer
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  • Global
  • 05 Apr 2022
  • 13 reading min
Between a rock and a hard place
By Jonathan Wernick
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  • Global
  • 03 Mar 2022
  • 8 reading min
The bears march on (in)
By Jonathan Wernick, CFA
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  • Global
  • 01 Feb 2022
  • 6 reading min
The “kettle” begins to boil leaving the pot to turn red
By Jonathan Wernick, CFA
Content Hub Markets End The Year On A High Note
  • Global
  • 06 Jan 2022
  • 8 reading min
Markets end the year on a high note
By Jonathan Wernick,CFA
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  • Global
  • 03 Dec 2021
  • 7 reading min
What happened to Nu and Xi? Sasfin Month in Review – November 2021
By Jonathan Wernick, CFA
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  • Global
  • 01 Dec 2021
  • 4 reading min
Macroeconomic themes: Global Growth, Central Banks, Global Debt
By Mike Haworth
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  • Global
  • 15 Nov 2021
  • 3 reading min
Investment Themes - Economic Growth
By Mike Haworth
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  • Global
  • 02 Nov 2021
  • 6 reading min
Equity Markets Higher - October In Review
By Alec Abraham
Eurozone
  • Global
  • 07 Oct 2021
  • 6 reading min
Macroeconomic Themes: Euro Zone Inflation and Mid-Term Budget Review
By Mike Haworth
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  • Global
  • 01 Oct 2021
  • 4 reading min
Artificial Intelligence – It is only the beginning
By Jonathan Wernick
Peak Global Growth
  • Global
  • 17 Sep 2021
  • 2 reading min
Investment themes: Global Economic Growth
By Mike Haworth
Crytocurriency Part 1
  • Global
  • 08 Sep 2021
  • 7 reading min
Data’s knight in shining armour
By Flynn Robson
Federal Reserve
  • Global
  • 06 Sep 2021
  • 8 reading min
Global Equity Markets – August in review
By Jonathan Wernick
The SEA Dragon
  • Global
  • 26 Aug 2021
  • 3 reading min
The SEA Dragon
By Jonathan Wernick
Header Image Content Hub
  • Global
  • 18 Aug 2021
  • 8 viewing min
It's all about the game - the changing gaming industry and investing
By Jonathan Wernick
Delta Alpha July
  • Global
  • 04 Aug 2021
  • 7 reading min
Delta Alpha November Golf Echo Romeo - July 2021 in Review
By Jonathan Wernick
Crytocurriency Part 2
  • Global
  • 20 Jul 2021
  • 7 reading min
Cryptocurrencies - Part 2
By Mike Haworth
Value Vs Growth Stocks Quarterly Review
  • Global
  • 06 Jul 2021
  • 10 reading min
Expected earnings for value stocks grow as growth stocks show value
By Jonathan Wernick
Covid 3Rd Wave
  • Global
  • 05 Jul 2021
  • 4 reading min
Sasfin Wealth Investment Themes
By Mike Haworth
The Software Of Life
  • Global
  • 21 Jun 2021
  • 5 reading min
mRNA - The Software of Life
By Jonathan Wernick, CFA
Nicks Global Newsletter
  • Global
  • 18 Jun 2021
  • 7 reading min
Nick's Global Newsletter - June 2021
By Nicholas Dakin
Bitcoin Sasfin Inflation
  • Global
  • 04 Jun 2021
  • 7 reading min
Inflation heats up as Bitcoin plummets.
By Jonathan Wernick, CFA
Decarbonising
  • Global
  • 05 May 2021
  • 3 reading min
Decarbonising the world
By Mike Haworth
Hyper Inflation
  • Global
  • 05 May 2021
  • 7 reading min
Hyperinflation or overhyped? - Global equity markets
By Jonathan Wernick,CFA
Apple Streaming Disney
  • Global
  • 30 Apr 2021
  • 5 reading min
The Crown, the Magic Kingdom and an Apple
By Jonathan Wernick
Macroeconomic View
  • Global
  • 12 Apr 2021
  • 3 reading min
International Macroeconomic Themes
By Mike Haworth
Material World2
  • Global
  • 08 Apr 2021
  • 12 reading min
We are living in a material (digital) world
By Jonathan Wernick, CFA
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  • Global
  • 18 Mar 2021
  • 4 reading min
Plot twist: there’s no global recession.
By Paul Donovan
High Interest Rates
  • Global
  • 05 Mar 2021
  • 7 reading min
Interest rates are on the rise
By Jonathan Wernick, CFA
Amazon
  • Global
  • 19 Feb 2021
  • 4 reading min
Play the long game
By Jonathan Wernick, CFA
Microsoft And The Cloud
  • Global
  • 27 Jan 2021
  • 3 reading min
Microsoft’s cloud has more than a silver lining.
By Jonathan Wernick, CFA
2020 A Year To Forget Covid 19
  • Global
  • 07 Jan 2021
  • 13 reading min
A year to forget that will never be forgotten
By Jonathan Wernick
Business Man And Covid
  • Global
  • 18 Dec 2020
  • 10 viewing min
2020 in a nutshell by Mike Haworth
By Mike Haworth
Medtronic Article (1)
  • Global
  • 07 Dec 2020
  • 5 reading min
And then there was hope
By Jonathan Wernick
Playstation Vs X Box
  • Global
  • 16 Nov 2020
  • 3 reading min
Console wars - Let the games begin!
By Jonathan Wernick
Pandemics And Revolutions – The Global Economic Outlook 2
  • Global
  • 11 Nov 2020
  • 37 listening min
Global economic outlook with Paul Donovan.
By Paul Donovan
Biden Vs Trump Masks Sasfin Quarterly Review
  • Global
  • 04 Nov 2020
  • 7 reading min
Fear before the wave hits.
By Jonathan Wernick
Big Tech
  • Global
  • 26 Oct 2020
  • 3 reading min
Let’s get ready to rumble!
By Jonathan Wernick, CFA
Beyond Global Wealth Earth
  • Global
  • 05 Oct 2020
  • 12 reading min
Will a positive test burst the “bubble”?
By Jonathan Wernick
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  • Global
  • 23 Sep 2020
  • 3 reading min
Considering emigrating? Some things to think about
By Andrew Wellsted
Point Of No Return Escalating Trade Wars
  • Global
  • 20 Dec 2019
  • 5 reading min
Point of no return? Escalating trade wars.
By Mike Haworth
Unrealistic Tourist Potential
  • Global
  • 17 Dec 2019
  • 4 reading min
Unrealistic tourist potential
By Mike Haworth
A Glimpse Into The Future
  • Global
  • 30 Sep 2019
  • 5 reading min
A Glimpse into the future
By Bryan Silke
Can South African Start Ups Offer Investors Global Returns
  • Global
  • 30 Sep 2019
  • 3 reading min
Can South African start-ups offer investors global returns?
By Ian Lessem
Meeting The Deadline
  • Global
  • 30 Sep 2019
  • 4 reading min
Meeting the deadline
By Mike Haworth
Trade Wars Into The Future
  • Global
  • 01 Mar 2019
  • 7 reading min
Trade Wars-into the future?
By Mike Haworth
Has The US Peaked
  • Global
  • 05 Nov 2018
  • 7 reading min
Has the US peaked?
By Mike Haworth