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Semiconductors

15 January 2025 Dear Fintax Investor Artificial intelligence (AI) is taking centre stage in both popular culture and the financial markets, and it’s no surprise why. As AI continues to reshape industries, it’s not just the software companies driving this revolution;...

2024 Year Review & 2025 Outlook

8 January 2025 Dear Fintax Investor The Past: Performance 2024 delivered another good year for the global stock market. In fact, since the start of 2014, there have been only three negative performing calendar years in USD terms for global equities: Source: MSCI...

Ferraris, Picassos and Oom Paul’s Kruger Rands

5 August 2024 The prior five year investment cycle has been interesting to say the least.  It has bared witness to the Covid crisis, the sharpest interest rate hiking cycle since the 1970s, a major regional war with global implications (Russia/Ukraine), the U.S...

2024 Mid-Year Market Update

8 July 2024 Dear Fintax Investor As we have reached the mid-year, we can take stock of the year-to-date performance of various countries and regions and consider the outlook for the remainder of the year. Year-to-date, the best performing stock markets in U.S. Dollars...

Surviving History

Collecting can be an addiction. I have it. Mine is vintage watch collecting. My collection of vintage pocket watches stretches all the way back to the mid-1800s. The watches themselves are beautiful, and a challenge to repair and service. But, the stories, this is...

Index Concentration & 250 Year Averages

Global equity markets delivered their strongest monthly performance thus far in 2024 after a disappointing April. However, most of recent global equity index rises can be attributed to a few key companies. Nvidia’s share price has now more than doubled in 2024 and...