South African Market Commentary: May 2026
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…
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RisCura's Investment Research team
Global Market Commentary: May 2026
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…
South African Market Commentary: April 2026
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…
Global Market Commentary: April 2026
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…
South African Market Commentary: March 2026
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…
Global Market Commentary: March 2026
Markets reprice as energy shock drives risk-off sentiment Global markets moved into a broad risk-off phase in March as geopolitical tensions, higher energy prices and rising yields weighed on sentiment…
South African Market Commentary: February 2026
SA rides the risk-on rotation as resources lead and fiscal credibility improves South African equities participated fully in February’s global risk-on rotation, with broad-based gains and standout performance from resource…
Global Market Commentary: February 2026
Rotation reshapes markets as EM leads and commodities firm Global risk assets delivered another broadly constructive February, but with clear dispersion across regions and styles. Investors rotated away from US…
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…
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…
