October was a month of shifting momentum across markets. Locally, the resources sector pulled back sharply, with gold and platinum counters losing value after months of strong performance. In contrast, South African bonds continued to impress, delivering a robust 20% return over the past year. Offshore, uncertainty grew as the US Federal Government remained shut […]
September saw gold shine bright, rallying to near record highs in both US dollars and rand terms. The surge was fuelled by shifting global policies and growing fiscal pressures, reminding investors why gold remains a timeless safe haven. Back home, South Africa’s resources sector led the way once again — up an impressive 28.1% for […]
This month’s newsletter brings you the latest local and global economic highlights. On the local front, South Africa’s resources sector continued its strong run in August, delivering an impressive 12% return and once again leading the way as the best-performing sector. Globally, the US Federal Reserve kept its federal funds rate unchanged at 4.25–4.50%, holding […]
In June, South Africa’s resources sector led the way, delivering a strong 5.1% return, while the Rand strengthened by 1.4% against the US Dollar – a welcome boost for local investors. On the global front, the US economy showed mixed signals. Annual inflation came in at 2.7%, with the Federal Reserve’s preferred measure – the […]
June Market Highlights: Local Progress & Global Shifts In this month’s newsletter, we explore the latest market movements and what they mean for your financial strategy. Locally, South Africa secured a $1.5 billion loan from the World Bank to support critical infrastructure upgrades—covering electricity, transport, ports, and rail. Inflation came in at 2.8% over the […]
Markets, Inflation & Tariffs — May in Review In May, mid-cap stocks led the local market with a 5.5% return, while the Rand strengthened by 3.3%. Inflation cooled to 2.8%, staying below the SARB’s target range. Globally, US inflation continued to slow, and tensions eased as the US and China agreed to a 90-day tariff […]
Big Shifts in Local & Global Markets Local inflation dropped to 2.7%, but political uncertainty continues to weigh on markets. In the US, Q1 GDP shrank by 0.3% amid tariff concerns. Plus, Warren Buffett steps down after 55 years — leaving behind a legacy of disciplined investing. 👉 Read more in our Monthly Market & […]
Staying Ahead in a Shifting Economic Landscape This month’s newsletter unpacks the latest local and global economic developments. On the home front, Consumer Price Inflation held steady at 3.2% over the past year, sitting comfortably near the lower end of the SARB’s 3–6% target range. However, political tension within the Government of National Unity following […]
This month’s newsletter covers key economic updates. In South Africa, inflation remains low at 3.2%, but 4th Quarter GDP growth was weak at 0.6%. In the US, inflation eased to 2.8%, while GDP growth remained strong at 2.3%. We also explore the impact of Trump’s tariffs on global markets. Read more about it here in […]
January saw an exceptional performance from the Resources Index, delivering a remarkable 17.9% return. On the global front, US GDP growth continues to trend above the 2% historical average of the past 30 years, with the fourth-quarter growth rate coming in at 2.3%, slightly below the expected 2.6%. In this edition, we also take a […]
