February 2025 Update
Concerns over the Trump administration’s policies and rising unemployment...
January 2025 Update
Trump’s inauguration was quickly followed by him signing a number of executive orders, with CNN reporting that the new administration...
December 2024 Update
The US Federal Reserve (Fed) announced a much-anticipated third consecutive rate cut at its December meeting, having cut rates by...
November 2024 Update
The November US Presidential election saw the emergence of a limitless trump victory...
August 2024 Update
South African equities showed continued strength post-election, with the FTSE/JSE Capped SWIX Index increasing by +1.3% MoM...
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...