Global Market Commentary: March 2025
Mixed global market signals amid easing inflation and trade talks Global markets were mixed in March, with US indices declining while emerging markets and Chinese equities posted gains. Inflation eased…
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Ashleigh Hayward
Global Market Commentary: February 2025
Market trends as trade tensions ease and China rebounds Global markets had a mixed performance in February, with some indices gaining while others declined. The US, Canada, and Mexico paused…
South African Market Commentary: February 2025
Investor caution grows amid Budget Speech delays and power challenges South African equities dipped 0.4% in February, reflecting global trends and local uncertainties, though insurance, telecoms, and large-cap stocks saw…
Global Market Commentary: January 2025
Markets Navigate Tariffs, AI Disruption, and Geopolitical Tensions Global markets experienced a generally positive start to 2025, even with the introduction of new tariffs by the US administration. While concerns…
South African Market Commentary: January 2025
Positive Economic Signs Tempered by Job Market Concerns and Energy Fragility January offered a mixed bag for the South African economy. While positive trends emerged in inflation, interest rates, GDP…
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…
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…
