April 2025 delivered a stark reminder of how deeply policy uncertainty can ripple through global financial markets. The month began with an aggressive salvo of trade measures from the U.S.…
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…
The past week has brought significant market volatility, with investor sentiment shaken by a new wave of tariffs announced by the Trump administration. While moments like these are unsettling, they…
Developed market equities performed strongly in November (+4.8%), with the US leading the way (+7.7%) driven by the "Trump trade." Emerging market equities, however, experienced a second consecutive monthly decline…
Developed market equities performed strongly in November (+4.8%), with the US leading the way (+7.7%) driven by the "Trump trade." Emerging market equities, however, experienced a second consecutive monthly decline…
With Donald Trump's re-election on November 4, 2024, markets are responding to the potential implications of his policies, which prioritize economic growth through tax cuts, deregulation, and robust domestic industry…
South African stocks underperformed their emerging market counterparts in February, declining by 2.4%. This weakness stemmed primarily from the resource sector, which was hit by falling commodity prices, especially in…
Grim warnings on Tuesday 25 February from public health officials about the spread of the coronavirus coincided with new cases appearing across Europe, sparking a sell-off in markets and stirring new worries…