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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

WEEK IN REVIEW 03 NOVEMBER 2017

November 10th, 2017

GLOBAL MARKETS CURRENT FED CHAIR JANET YELLEN’S SUCCESSOR IS SOURCE OF MARKET VOLATILITY. However, this reached a pinnacle when US President Donald Trump revealed that he would be backing Jerome Powell to take over from Yellen. The aforementioned is still subject to congressional approval but the announcement had a muted impact on markets as the news was seemingly already priced in. THE UNVEILING OF THE REPUBLICAN
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MONTHLY MARKET UPDATE November 2017

November 10th, 2017

INTERNATIONAL MARKETS TAX REFORM AGENDA BOOSTS US MARKETS US markets had a great month boosted by positive earnings and US President Trump’s tax-reform agenda. Concerns raised around how much agreement there will be among congressional factions once the tax bill is unveiled and media reports at the end of October suggesting the highly-anticipated reduction in the corporate tax rate may only take full effect
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INVESTMENT REPORT OCTOBER 2017

October 25th, 2017

BRENTHURST GLOBAL BALANCED FUND COMING OF AGE FIVE years ago we took the bold but audacious step to launch our own global balanced fund. The objective was to create a low-risk global balanced fund for our clients where we can have direct access to the fund managers and understand the investment process they follow. We were fortunate enough to select Glyn Owen, one of London’s most experienced investment managers
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WEEK IN REVIEW 20 OCTOBER 2017

October 25th, 2017

GLOBAL MARKETS THE US 10Y TREASURY YIELD ROSE BY 0.08% TO END THE WEEK TRADING AT 2.37%. There were more than a few key drivers behind this move. Firstly, hawkish rhetoric from Fed officials continued last week as New York Fed President William Dudley mentioned that US interest rates were likely to be raised as the overall economy was in good shape. The President of the Boston Fed added that one more hike this
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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
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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
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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
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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
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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
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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
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johannesburg

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

JOHANNESBURG

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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

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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