Asset Class Performance YTD 2017

The 2017 investment year is already well under way, and it is worthwhile looking at the performance and valuations of the various asset classes that Seed models, values and ultimately allocates to. The graph below illustrates the performance of the primary local and global asset classes over the shorter term, with offshore assets also in…

The Great Exodus of 2017

The past month has been interesting, and not necessarily in a positive way. A topic that has dominated discussions professionally and socially, for me at least, has been the increased desire of investors to invest a meaningful portion of their assets offshore. This follows a growing trend where assets under our care are steadily tilting…

Bitcoin – The New Asset Class?

At our monthly dinner a few weeks ago, a good friend of mine told me about his investment in Bitcoin. I haven’t considered Bitcoin an investment – I was very cynical largely because I didn’t understand what Bitcoin was all about. Contributing to my doubt was one Warren Buffett’s view to only invest in companies…