After six consecutive months of equity market gains, November saw the onset of volatility and risk aversion sparked by growing concerns around elevated valuations of Artificial Intelligence (AI) related stocks and the enormous capital expenditure and financing required by them to develop infrastructure and ever more powerful compute and inference capabilities. 

Listen to James Hibbs, Head of Melville Douglas Diversified, discussing as to whether we are in an AI led equity market bubble or not with Justin Maloney Melville Douglas’s Head of Global Equities.

About Standard Bank Offshore
Standard Bank Offshore is the international arm of the Standard Bank Group, Africa's largest bank by assets. Our banking, lending, fiduciary and investment services, provided by Melville Douglas, help us serve Africa's rapidly growing, globally mobile and affluent population. Our objective is clear - support Africa's growth by connecting the continent to international markets from our offices in the Jersey, Isle of Man, London and Mauritius.

With a heritage of over 160 years and on-the-ground presence in 20 countries across sub-Saharan Africa, Standard Bank Offshore is the partner of choice for individuals and businesses across Africa and beyond seeking seamless offshore banking solutions. From day-to-day banking to bespoke individual wealth and corporate solutions, we have you covered.


About Melville Douglas
Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes. As a boutique investment management company within the Standard Bank Group, we are uniquely positioned to offer customised investment solutions and flexibility with the might of Africa’s largest banking group behind us.

Our years of exceptional investment returns and service are grounded in the principle that growing your wealth is more than just what we do – to us, it’s personal.

After the rise, comes the fall. Years after central banks embarked on one of the most aggressive rate hiking cycles in living memory, the decrease in these hikes will have far reaching implications. In this episode, Sibabalwe Kasi explores the varied anticipated impact of interest rate cuts on the financial sector through the lens of key holdings such as JPMorgan Chase, S&P Global and Partners Group. All three of which have had different experiences over the last two years, with interest rate cuts meaning something different for each of them

About Standard Bank Offshore
Standard Bank Offshore is the international arm of the Standard Bank Group, Africa's largest bank by assets. Our banking, lending, fiduciary and investment services, provided by Melville Douglas, help us serve Africa's rapidly growing, globally mobile and affluent population. Our objective is clear - support Africa's growth by connecting the continent to international markets from our offices in the Jersey, Isle of Man, London and Mauritius.

With a heritage of over 160 years and on-the-ground presence in 20 countries across sub-Saharan Africa, Standard Bank Offshore is the partner of choice for individuals and businesses across Africa and beyond seeking seamless offshore banking solutions. From day-to-day banking to bespoke individual wealth and corporate solutions, we have you covered.


About Melville Douglas
Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes. As a boutique investment management company within the Standard Bank Group, we are uniquely positioned to offer customised investment solutions and flexibility with the might of Africa’s largest banking group behind us.

Our years of exceptional investment returns and service are grounded in the principle that growing your wealth is more than just what we do – to us, it’s personal.

Given the increased financial market volatility, we outline key events driving the material change in sentiment and discuss whether this represents an opportunity, a threat, or a finely balanced combination of the two.

About Standard Bank Offshore
Standard Bank Offshore is the international arm of the Standard Bank Group, Africa's largest bank by assets. Our banking, lending, fiduciary and investment services, provided by Melville Douglas, help us serve Africa's rapidly growing, globally mobile and affluent population. Our objective is clear - support Africa's growth by connecting the continent to international markets from our offices in the Jersey, Isle of Man, London and Mauritius.

With a heritage of over 160 years and on-the-ground presence in 20 countries across sub-Saharan Africa, Standard Bank Offshore is the partner of choice for individuals and businesses across Africa and beyond seeking seamless offshore banking solutions. From day-to-day banking to bespoke individual wealth and corporate solutions, we have you covered.


About Melville Douglas
Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes. As a boutique investment management company within the Standard Bank Group, we are uniquely positioned to offer customised investment solutions and flexibility with the might of Africa’s largest banking group behind us.

Our years of exceptional investment returns and service are grounded in the principle that growing your wealth is more than just what we do – to us, it’s personal.

Central Banks have embarked on one of the most aggressive rate hiking cycles in living memory. In this episode we will discuss central bank monetary policy, and the reaction in global bond markets.

Join Mo Baluchi in discussion with Simon Bradbury, co-manager of the Melville Douglas Bond Funds, as they discuss the outlook for global interest rates and what this means for bond investors.

About Standard Bank Offshore
Standard Bank Offshore is the international arm of the Standard Bank Group, Africa's largest bank by assets. Our banking, lending, fiduciary and investment services, provided by Melville Douglas, help us serve Africa's rapidly growing, globally mobile and affluent population. Our objective is clear - support Africa's growth by connecting the continent to international markets from our offices in the Jersey, Isle of Man, London and Mauritius.

With a heritage of over 160 years and on-the-ground presence in 20 countries across sub-Saharan Africa, Standard Bank Offshore is the partner of choice for individuals and businesses across Africa and beyond seeking seamless offshore banking solutions. From day-to-day banking to bespoke individual wealth and corporate solutions, we have you covered.


About Melville Douglas
Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes. As a boutique investment management company within the Standard Bank Group, we are uniquely positioned to offer customised investment solutions and flexibility with the might of Africa’s largest banking group behind us.

Our years of exceptional investment returns and service are grounded in the principle that growing your wealth is more than just what we do – to us, it’s personal.

Semiconductors, also known as microchips, have become a $600 billion industry and one of the most critical technologies powering the global economy. In this episode, we'll explore the semiconductor industry and how it is fuelling technological advancements across all sectors. We'll also delve into the geopolitical implications of this pivotal technology and discuss its future trajectory.

Join Gary James, Senior Portfolio Manager at Melville Douglas, in discussion with Chris Willis, Global Technology Analyst, as they delve into this topic and what it means for clients and investors alike.

About Standard Bank Offshore
Standard Bank Offshore is the international arm of the Standard Bank Group, Africa's largest bank by assets. Our banking, lending, fiduciary and investment services, provided by Melville Douglas, help us serve Africa's rapidly growing, globally mobile and affluent population. Our objective is clear - support Africa's growth by connecting the continent to international markets from our offices in the Jersey, Isle of Man, London and Mauritius.

With a heritage of over 160 years and on-the-ground presence in 20 countries across sub-Saharan Africa, Standard Bank Offshore is the partner of choice for individuals and businesses across Africa and beyond seeking seamless offshore banking solutions. From day-to-day banking to bespoke individual wealth and corporate solutions, we have you covered.


About Melville Douglas
Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes. As a boutique investment management company within the Standard Bank Group, we are uniquely positioned to offer customised investment solutions and flexibility with the might of Africa’s largest banking group behind us.

Our years of exceptional investment returns and service are grounded in the principle that growing your wealth is more than just what we do – to us, it’s personal.

As inflation ebbs developed world central banks now look set on a path of lowering interest rates, commencing H1 2024. Will the significant rally in global asset prices towards the end of 2023 be repeated in 2024?

Join our host Mo Baluchi as he challenges our Head of Portfolio Management, Chris Stead, on portfolio returns and the factors that drove markets in Q4 2023 and what we can expect in 2024.

Listen to this episode to find out more and subscribe to keep up to date with the latest market insights.

About Standard Bank Offshore
Standard Bank Offshore is the international arm of the Standard Bank Group, Africa's largest bank by assets. Our banking, lending, fiduciary and investment services, provided by Melville Douglas, help us serve Africa's rapidly growing, globally mobile and affluent population. Our objective is clear - support Africa's growth by connecting the continent to international markets from our offices in the Jersey, Isle of Man, London and Mauritius.

With a heritage of over 160 years and on-the-ground presence in 20 countries across sub-Saharan Africa, Standard Bank Offshore is the partner of choice for individuals and businesses across Africa and beyond seeking seamless offshore banking solutions. From day-to-day banking to bespoke individual wealth and corporate solutions, we have you covered.


About Melville Douglas
Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes. As a boutique investment management company within the Standard Bank Group, we are uniquely positioned to offer customised investment solutions and flexibility with the might of Africa’s largest banking group behind us.

Our years of exceptional investment returns and service are grounded in the principle that growing your wealth is more than just what we do – to us, it’s personal.

Artificial Intelligence, or AI, has been one of the most resonating themes of 2023. In this episode we go beyond the hype, dissecting whether these AI advancements will truly herald a transformative era in technology.

Join Justin Maloney, Fund Manager of the Melville Douglas Global Equity Fund, in discussion with Chris Willis, Global Technology Analyst, as they delve into this topic and what it means for the companies owned in the Global Equity Fund.

About Standard Bank Offshore
Standard Bank Offshore is the international arm of the Standard Bank Group, Africa's largest bank by assets. Our banking, lending, fiduciary and investment services, provided by Melville Douglas, help us serve Africa's rapidly growing, globally mobile and affluent population. Our objective is clear - support Africa's growth by connecting the continent to international markets from our offices in the Jersey, Isle of Man, London and Mauritius.

With a heritage of over 160 years and on-the-ground presence in 20 countries across sub-Saharan Africa, Standard Bank Offshore is the partner of choice for individuals and businesses across Africa and beyond seeking seamless offshore banking solutions. From day-to-day banking to bespoke individual wealth and corporate solutions, we have you covered.


About Melville Douglas
Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes. As a boutique investment management company within the Standard Bank Group, we are uniquely positioned to offer customised investment solutions and flexibility with the might of Africa’s largest banking group behind us.

Our years of exceptional investment returns and service are grounded in the principle that growing your wealth is more than just what we do – to us, it’s personal.

Have we averted a global recession, and is the global banking sector on the verge of collapsing? 

Join our host Adam Hunt, Head of International Wealth and Investment, as he quizzes our Head of Portfolio Management, Chris Stead, on the factors driving markets in 2023, and what we can expect this year from inflation and interest rates. 

Listen to this episode to find out more and subscribe to keep up to date with the latest market insights.

About Standard Bank Offshore
Standard Bank Offshore is the international arm of the Standard Bank Group, Africa's largest bank by assets. Our banking, lending, fiduciary and investment services, provided by Melville Douglas, help us serve Africa's rapidly growing, globally mobile and affluent population. Our objective is clear - support Africa's growth by connecting the continent to international markets from our offices in the Jersey, Isle of Man, London and Mauritius.

With a heritage of over 160 years and on-the-ground presence in 20 countries across sub-Saharan Africa, Standard Bank Offshore is the partner of choice for individuals and businesses across Africa and beyond seeking seamless offshore banking solutions. From day-to-day banking to bespoke individual wealth and corporate solutions, we have you covered.


About Melville Douglas
Since 1987, Melville Douglas has been delivering superior investment returns across a number of asset classes. As a boutique investment management company within the Standard Bank Group, we are uniquely positioned to offer customised investment solutions and flexibility with the might of Africa’s largest banking group behind us.

Our years of exceptional investment returns and service are grounded in the principle that growing your wealth is more than just what we do – to us, it’s personal.