Market report
26 October 2017
The markets deliver very interesting results. The Balanced Funds already delivered a 12 months return of 13% and the Listed Property Funds did 10%.
The feelgood factor as measured in the USA, Europe, China and Japan measures the highest in the history of those countries. This means that the people living there have trust in the future of those countries. Even Germany, with a definite Brexit scare, have the highest good feel factor ever. RSA measured the lowest.
The export figures our country reported was the best in a long time. USA and Europe are importing our stuff. It seems to me like the RSA companies focused on producing and making money and steering away from politics a little. This might be where the growth came from.
My Blaufin clients: Our wrapfunds are still outperforming the mandate Sanlam suggested we follow.
The big unsure time is December with determining the future of the ANC.
I suggest we focus on our successes and weather the December storm.
Enjoy the festival season and sit tight!
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