Commodity reversal weighs on SA resources as domestic sectors hold up South African markets underperformed in June as weaker commodity prices weighed heavily on resource shares, while domestic-focused sectors proved…
Technology pressure and commodity reversal shape June markets Global markets pulled back in June after May’s rally, as easing Middle East tensions reversed the oil shock and triggered a broad…
Emerging market (EM) equities delivered a strong performance in May 2026, with the MSCI Emerging Markets Index returning 9.7% for the month and outperforming developed market (DM) peers.
Inflation pressures and bond resilience shape South African markets South African markets were mixed in May as local equities consolidated and resource shares came under pressure from weaker precious metals…
AI momentum and earnings strength extend global market rally Global markets extended their recovery in May as AI-related investment, strong corporate earnings and improved geopolitical sentiment supported risk appetite. Developed…
Emerging market equities delivered a strong rebound in April, recovering the ground lost in March as escalating tensions in the Middle East weighed heavily on global markets. The MSCI Emerging Markets Index returned 14.71%, ending the month comfortably ahead of the 9.6% gain recorded by the MSCI World Index.
Domestic rotation supports SA market gains South African markets delivered modest positive returns in April, supported by improved domestic sentiment, rand strength and a rotation toward locally oriented assets. Equities…
Risk appetite returns as trade tensions ease Global equity markets rebounded sharply in April 2026, recovering from the prior month’s trade-driven weakness as US trade policy rhetoric eased and risk…
March proved to be a punishing month for emerging market (EM) equities. The escalation of conflict in the Middle East, centred on rising tensions with Iran and a significant disruption to shipping through the Strait of Hormuz, rattled global financial markets. This triggered a broad risk-off move, and a repricing of global inflation and growth expectations.
Risk aversion and energy pressures weigh on SA assets South African markets came under broad pressure in March as global risk aversion, higher energy prices and a weaker rand weighed…
