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…
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…
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…
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…
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…
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…
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 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 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…