November 2024 Update
The November US Presidential election saw the emergence of a limitless trump victory...
August 2024 Update
Global equities continued to rise in the second half of 2024, but the drivers of performance shifted significantly from the...
September 2024 Update
After raising the repo rate at 10 consecutive meetings starting in November 2021, the SARB has decided to cut rates...
July 2024 Update
Global equities continued to rise in the second half of 2024, but the drivers of performance shifted significantly from the...
June 2024 Update
S&P500 up +14% for the first half of the year with 60% of the gain driven by 5 stocks (i.e.,...
May 2024 Update
In May, global markets defied the adage "sell in May and go away," with the MSCI World index posting a...
April 2024 Update
The MSCI Emerging Market index +0.4%, fared significantly better than it’s Developed Market counterpart in April...
March 2024 Update
As policy makers continue to wait for clearer signals that persistent inflationary pressures have subsided, most central banks have...
February 2024 Update
Japan's Nikkei index hits a record high on 22 February, surpassing its 1989 peak...
January 2024 Update
South African equities have trailed Emerging Market returns in 2024 (FTSE/JSE Capped SWIX Index -2.9% MoM)....