Salvo Capital
Monthly Update
Markets, Inflation & Tariffs — May in Review In May, mid-cap stocks led the local market with a 5.5% return, while the…
Monthly Update
Big Shifts in Local & Global Markets Local inflation dropped to 2.7%, but political uncertainty continues to weigh on markets. In the…
Monthly Update
Staying Ahead in a Shifting Economic Landscape This month’s newsletter unpacks the latest local and global economic developments. On the home front,…
Monthly Update
This month’s newsletter covers key economic updates. In South Africa, inflation remains low at 3.2%, but 4th Quarter GDP growth was weak…
Monthly Update
January saw an exceptional performance from the Resources Index, delivering a remarkable 17.9% return. On the global front, US GDP growth continues…
Monthly Update
In this month’s newsletter, we cover November’s Consumer Price Inflation in South Africa, which came in at 2.9%, falling below the SARB’s…
Monthly Update
Monthly Market & Fund Update – November 2024 This month, we focus on the importance of valuations in driving long-term equity returns…
Monthly Update
Monthly Market & Fund Update – October 2024 In October, South Africa saw positive economic strides as Consumer Price Inflation dropped to…
Monthly Update
Monthly Market & Fund Update – September 2024 In this month’s newsletter: We dive into potential scenarios for the 2024 US Election…
Monthly Update
In this month’s newsletter, we cover the Offshore Economic Update, where August’s data shows contrasting growth between US services and cyclical sectors….