Economic Overview - K2 Capital Monthly slides... · 2017-03-13 · Germany DAX 29.1% 25.5% 2.7%...
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Economic Overview February 2017
Transcript of Economic Overview - K2 Capital Monthly slides... · 2017-03-13 · Germany DAX 29.1% 25.5% 2.7%...
Economic Overview
February 2017
Local Equity – Period ending February 2017
Source: Moneymate
Calender Years Periods ending February 2017
2012 2013 2014 2015 2016 Month Quarter YTD Year5 Years
(p.a.)
All Share 26.7% 21.4% 10.9% 5.1% 2.6% -3.1% 2.0% 1.1% 6.3% 11.6%
Resource 20 3.1% 2.8% -15.0% -36.4% 28.9% -10.7% -5.0% -1.4% 17.7% -7.2%
Financial 15 37.8% 19.8% 27.8% 1.1% 3.6% -0.1% 2.1% -1.1% 9.2% 14.4%
Industrial 25 44.5% 38.1% 17.2% 17.9% -8.5% -2.0% 4.2% 2.3% -1.2% 19.1%
90
100
110
120
130
140
150
160
170
180
190
FTSE/JSE All Share - Cumulative Return for 5 Years
Foreign Equity – Period ending February 2017
Source: Moneymate
80
90
100
110
120
130
140
150
160
MSCI World Index - Cumulative Return for 5 Years
Calender Years Periods ending February 2017
2012 2013 2014 2015 2016 Month Quarter YTD Year5 Years
(p.a.)
MSCI World Index 15.8% 26.7% 4.9% -0.9% 7.5% 2.8% 7.8% 5.3% 21.3% 9.4% USD
Germany DAX 29.1% 25.5% 2.7% 9.6% 6.9% 2.6% 11.2% 3.1% 24.6% 11.5% EUR
Japan Nikkei 225 22.9% 56.7% 7.1% 9.1% 0.4% 0.4% 4.4% 0.0% 19.3% 14.5% JPY
S&P 500 Total Return 16.0% 32.4% 13.7% 1.4% 12.0% 4.0% 8.0% 5.9% 25.0% 14.0% USD
Dow Jones Ind Avg 7.3% 26.5% 7.5% -2.2% 13.4% 4.8% 8.8% 5.3% 26.0% 10.0% USD
FTSE 100 10.0% 18.7% 0.7% -1.3% 19.1% 3.1% 8.0% 2.5% 24.1% 8.3% GBP
MSCI Emerging Mkts 18.2% -2.6% -2.2% -14.9% 11.2% 3.1% 8.9% 8.7% 29.5% -0.4% USD
Local Fixed Income – Period ending February 2017
Source: Moneymate, CPI is for year to 31/01/2017
Current
Rate
Prime 10.5%
CPI 6.6%
Calender Years Periods ending February 2017
2012 2013 2014 2015 2016 Month Quarter YTD Year5 Years
(p.a.)
ALBI 16.0% 0.6% 10.1% -3.9% 15.4% 0.7% 3.7% 2.1% 13.5% 7.3%
STEFI 5.5% 5.2% 5.9% 6.5% 7.4% 0.6% 1.8% 1.2% 7.5% 6.2%
90
100
110
120
130
140
150ALBI - Cumulative Return for 5 years
Foreign Fixed Income – Period ending February 2017
Source: Moneymate
90
92
94
96
98
100
102
104
106
JPM GBI - Cumulative Return for 5 years
Calender Years Periods ending February 2017
2012 2013 2014 2015 2016 Month Quarter YTD Year5 Years
(p.a.)
JP Morgan GBI 1.3% -4.5% 0.7% -2.6% 1.6% 0.4% 0.7% 1.3% -1.4% -0.5%
UK 3month LIBOR 0.5% 0.5% 0.6% 0.6% 0.4% 0.4% 0.4% 0.4% 0.6% 1.1%
US 10 year govt bond 1.7% 3.0% 2.2% 2.3% 2.4% 2.5% 2.4% 2.4% 1.7% 2.0%
Local Equity (ALSI) PE Ratio
10 Years ending February 2017
Source: Sharemagic
8.0
10.0
12.0
14.0
16.0
18.0
20.0
22.0
24.0
26.0
ALSI PE Ratio
ALSI PE Average
ALSI PE
Local Equity (ALSI) Dividend Yield
10 Years ending February 2017
Source: Sharemagic
1.5
2.0
2.5
3.0
3.5
4.0
4.5
5.0
5.5ALSI Dividend Yield
ALSI DY Average
ALSI DY
SA Rand against the US Dollar
10 Years ending February 2017
Source: Moneymate
Feb-1713.08
5.0
7.0
9.0
11.0
13.0
15.0
17.0
USDZAR
SA Rand against the Pound Sterling
10 Years ending February 2017
Source: Moneymate
Feb-1716.28
10.0
11.0
12.0
13.0
14.0
15.0
16.0
17.0
18.0
19.0
20.0
21.0
22.0
23.0
24.0 GBPZAR
