Brenthurst Wealth Management Logo

CALL US NOW TO DISCUSS YOUR FINANCIAL PLAN

RSS icon
JHB HQ: +27 (0)11 799 8100   SANDTON: +27 (0)10 035 1391   PTA: +27 (0)12 347 8240
CPT: +27 (0)21 418 1236   BELLVILLE:+27 (0)21 914 9646   STELLENBOSCH:+27 (0) 21 882 8706
Brenthurst Wealth Management

MONTHLY MARKET UPDATE OCTOBER 2017

October 12th, 2017

INTERNATIONAL MARKETS THE POWER OF INDEPENDENT US MARKETS DO WELL DESPITE GEOPOLITICAL TENSION The possibility of a military confrontation between the US and North Korea continued to loom in September as the war of words between US President Donald Trump and North Korean leader Kim Jong Un escalated. Despite geopolitical uncertainty, US markets remained resilient, ending the month higher. The Dow registered
Read more



WEEK IN REVIEW 06 OCTOBER 2017

October 12th, 2017

GLOBAL MARKETS The dollar traded in a volatile fashion last week. After strengthening the week before, the dollar initially pulled back as reports surfaced of a potential dovish successor to current Fed Chair Janet Yellen. In these reports, US President Donald Trump was quoted as favouring Jerome Powell over Kevin Walsh to take over from Yellen when her term comes to an end in February 2018. In this type of
Read more



WEEK IN REVIEW 22 SEPTEMBER 2017

September 28th, 2017

GLOBAL MARKETS Tensions between USA and North Korea continues. Geopolitical risk between North Korea and the US extended into last week. At the UN General Assembly, US President Trump threatened to “totally destroy North Korea” to which the North Korean leader Kim Jong Un referred to as reflective of “mentally deranged behaviour”. Towards the end of last week, safe haven assets began to rally as markets
Read more



INVESTMENT REPORT SEPTEMBER 2017 • ISSUE 274

September 22nd, 2017

SOUTH-AFRICA A COUNTRY WITH NO GROWTH LONG-STANDING clients of Brenthurst Wealth will be well aware that we have been recommending offshore investments for some time to our clients. This recommendation was based on a number of factors, which we felt would negatively impact on the future returns earned by investors on the JSE. The first and perhaps most important factor was the dramatic downturn in the global
Read more



WEEK IN REVIEW 18 SEPTEMBER 2017

September 22nd, 2017

GLOBAL MARKETS WEEKLY GLOBAL MARKET INFLUENCES Geopolitical tensions continued last week, as in an act of defiance to the latest round of sanctions imposed by the UN. North Korea fired another missile that flew over Japan, which again set off cautionary alarms and caused people there to take cover Asian markets initially dipped as would be expected. Quite astonishing however, this was short lived as markets
Read more



WEEK IN REVIEW 08 SEPTEMBER 2017

September 14th, 2017

GLOBAL MARKETS AT RECORD LEVELS There were multiple news headlines of note this week: rhetoric regarding the latest North Korea nuclear test escalated, some fairly dovish comments were made by US Fed speakers, the looming debt ceiling continued to cause concern, a decision was made to end the DACA programme, and the threat of Hurricane Irma resulted in Florida announcing a state of emergency. NORTH KOREA: PREPARING
Read more



WEEK IN REVIEW 1 September 2017

September 7th, 2017

GLOBAL MARKETS LITTLE PROGRESS MADE AT FURTHER BREXIT TALKS This week saw Hurricane Harvey bring massive flooding to Texas. Harvey managed to take one-fifth of US oil refineries offline, including Royal Dutch Shell and Exxon Mobil, but US gasoline pric-es gained around 20% during the week to reach a new two-year high. Bloomberg reported that the costs of the damage could exceed $100 billion, compared to Hurricane
Read more



MONTHLY MARKET UPDATE September 2017

September 7th, 2017

INTERNATIONAL MARKETS POLITICAL TENSION BETWEEN USA AND NORTH KOREA DOMINATES The spectre of a confrontation between the US and North Korea continued to loom large over markets in August, with global investors fleeing to safer assets such as gold and government bonds as world equity markets remained on the back foot. Despite this, US markets still ended the month higher with the Dow registering a +0.3% return
Read more



WEEK IN REVIEW – 25 AUGUST 2017

August 31st, 2017

GLOBAL MARKETS TRUMP MAKES PROGRESS WITH TAX REFORM This week, investors awaited the Kansas Fed’s annual economic symposium held at Wyoming, where central bankers met to discuss long-term policy issues of mutual concern. However, Friday’s speeches from Janet Yellen and Mario Draghi were a bit of an anti-climax, with Draghi apparently unconcerned about the recent appreciation in the Euro, and Yellen warning
Read more



MONTHLY MARKET UPDATE – AUGUST 2017

August 31st, 2017

INTERNATIONAL MARKETS US MARKETS PERFORM WELL BUT DOLLAR WEAKENS JULY was a strong month in the US and for most major world markets as a robust start to the US earnings season and higher commodity prices helped equities. This was despite geopolitical risk remaining high on the back of fresh missile launches by North Korea, with recent reports suggesting that its missiles could now strike the entire continental
Read more



Page 1 of 1012345...10...Last »

johannesburg

(fourways)

Tel: +27 (0)11 799 8100 Unit 2B, Cedar Office Estate,
Cedar Road, Fourways, SA

JOHANNESBURG

(SANDTON)

Tel: +27 (0)10 035 1391 The Business Exchange, Block 4, 150
Rivonia Road, Sandton, Gauteng, SA

PRETORIA

(ERASMUSKLOOF)

Tel: +27 (0)12 347 8240 494A Lois Avenue,
Erasmuskloof X3, Pretoria, SA

CAPE TOWN

(DE WATERKANT)

Tel: +27 (0) 21 418 1236 29 Chiappini Street, De Waterkant,
Cape Town, 8001, SA

BELLVILLe

(TYGERVALLEY)

Tel: +27 (0)21 914 9646 Tyger Waterfront Terraces Block 2,
Carl Cronje Drive, Bellville, SA

STELLENBOSCH

(central)

Tel: +27 (0) 21 882 8706 97 Dorp Street, Unit 3,
La Gratitude, Stellenbosch, SA