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Latest Reports

The first quarter of 2025 reminded investors that markets don’t move in straight lines, and neither do geopolitics. After years of U.S. outperformance, markets have entered a new regime shaped…

Since our initial communication, post President Trump’s announced sweeping tariffs on 2 April, global markets have endured a fortnight of policy-induced chaos. We’ve seen violent market swings, sharp bond yield…

March closed out the first quarter on a constructive note for local investors, with the FTSE/JSE All Share Index returning +3.6% for the month and +5.9% year-to-date. However, while headline…