South African Market Commentary: January 2026
SA markets gain as resources surge and the rand firms South African assets posted a positive start to 2026, with equities advancing on broad participation across size segments and strong…
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RisCura's Investment Research team
Global Market Commentary: January 2026
Risk assets rally as commodities surge and the dollar softens Global risk assets opened 2026 on a firmer footing, with equities higher across most major regions and emerging markets leading performance amid…
South African Market Commentary: December 2025
South African markets end 2025 strongly as commodities and confidence drive returns South African equities ended 2025 strongly, with the FTSE/JSE All Share Index rising 4.6% in December and 42.4%…
Global Market Commentary: December 2025
Global markets ended 2025 on a positive note as inflation eased and policy support broadened Global equities ended 2025 positively, with the MSCI World Index up 0.8% in December and…
South African Market Commentary: November 2025
SA equities rise as inflation edges higher and the SARB cuts rates South African equities extended their positive momentum in November, with the FTSE/JSE All Share Index rising 1.7% and…
Global Market Commentary: November 2025
Global equities firm despite uncertainty from delayed US economic data Global markets delivered modest gains in November despite volatility driven by monetary policy uncertainty and delayed US economic data following…
South African Market Commentary: October 2025
Moderate equity gains amid subdued business confidence South African equities advanced in October, with the FTSE/JSE All Share Index up 1.6% and the Capped SWIX gaining 1.8%, supported by strength…
Global Market Commentary: October 2025
Fed rate cut and strong corporate results support global rally Global equities extended gains in October, with the MSCI World Index up 2.0% (USD) amid monetary easing, strong corporate earnings,…
Global Market Commentary: September 2025
Rate cuts renew optimism in Global Markets Global equities rose in September, supported by the US Federal Reserve’s rate cut and subdued inflation. MSCI World gained 3.2% (USD) while MSCI…
South African Market Commentary: September 2025
Easing inflation and firm rand support sentiment South African markets advanced sharply in September, with the FTSE/JSE All Share Index up 6.6% and Capped SWIX 6.5%. Resource shares rallied 25.5%,…
