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…
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RisCura's Investment Research team
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…
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…
