South African Market Commentary: December 2024
South African markets face challenges as 2024 ends At the end of December 2024, the South African equity and bond markets lagged behind their respective emerging market counterparts. Consumer inflation…
Back
Ashleigh Hayward
Global Market Commentary: December 2024
Global financial markets end December 2024 on a subdued note Global financial markets ended December 2024 on a subdued note affected by monetary policy changes. While the MSCI World Index…
Global Market Commentary: November 2024
Global Markets: Political Shifts, Trade Uncertainty, and Mixed Economic Signals November marked a decisive victory for Donald Trump in the presidential election, with Republicans securing control of the Senate and…
South African Market Commentary: November 2024
Economic Optimism Amid Market Challenges in South Africa In November 2024, South Africa's equity market faced challenges, with the FTSE/JSE All Share Index and the FTSE/JSE Capped SWIX Index both…
South African Market Commentary: October 2024
South Africa's inflation eases but fiscal concerns rise South Africa’s financial markets started Q4 on a subdued note, with the FTSE/JSE SWIX Index down by 0.9% and the FTSE/JSE All…
Global Market Commentary: October 2024
Economic shifts amid election uncertainty As the US presidential election drew nearer, market caution increased, reflecting in a -2.0% decline in the MSCI World Index and a -2.2% decrease in…
South African Market Commentary: September 2024
South Africa's Outlook Strengthens in September In September, the Capped SWIX and All Share indices both gained 4.0%, while the ALBI rose by 3.9%. The Monetary Policy Committee (MPC) trimmed…
Global Market Commentary: September 2024
Global Markets Rally in September In September, global bond and equity markets experienced strong gains, driven by rate cuts from major central banks, including the Fed, ECB, and BoE. The…
South African Market Commentary: August 2024
SA Experiences Market Gains Amid Economic Pressures and Sector Developments Following the rally in domestic assets, the outlook for a global soft landing is likely already priced in. Local sectors…
Global Market Commentary: August 2024
Strong Performances Despite Global Market Unpredictability August saw heightened volatility due to concerns over a potential U.S. recession and a strengthening Japanese yen. Despite the volatility, developed market equities rose…
