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Marriott - The Income Specialists

Marriott News

Expectations for 2013

The current investment environment is characterised by economic uncertainty and in many instances fundamentally expensive asset classes, probably more so than before. The local investment landscape is complicated further by a choice of over 1,000 unit trusts. Faced with these circumstances, trying to make informed investment decisions is difficult.

For Marriott’s report covering a review of 2012 and our expectations for 2013 please click here

We thank you for your support during 2012.

 

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Expectations for 2012

The 2011 South African economic and investment environment, characterised by rising inflation, a strained consumer and volatile asset prices, unfolded largely as we had anticipated. Consequently, we were able to position Marriott’s funds in a manner which served investors well.

For Marriott’s report covering a review of 2011 and our expectations for 2012 please click here

We thank you for your support during 2011.

 

Marriott Half Year Update

The half year update reviews the major trends that Marriott discussed in our “Expectations for 2011” report and examines pertinent economic data that supports the emergence of these trends. Six months into the year our expectations are slowly unfolding. We conclude the update with a brief review of pertinent funds.

For the report please click here

 

Expectations for 2011

During 2010, the South African investment environment was characterised by foreign demand for bonds and equities, a strong Rand and consequent low inflation. This encouraged further interest rate cuts resulting in an economy that was good for consumers but not for exporting and mining. The extraordinary success of the Soccer World Cup elevated South Africa in the eyes of the world and left a very positive feeling in so many minds.

The year ahead may well be one of a changing investment environment, characterised by rising inflation, higher interest rates; a consumer under pressure and a downward adjustment of many asset prices.

We at Marriott are, however, confident that the environment is conducive to producing the desired outcome for retired investors.

For Marriott’s report covering a review of 2010 and our expectations for 2011 please click here


The report covers:
  • An economic review
  • A review of Asset Classes
  • A review of Marriott funds

We thank you for your support during 2010.

 
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