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)....
December 2023 Update
Christmas came early for investors after US Federal Reserve chair Jay Powell gifted the markets a ‘dovish hold’....
November 2023 Update
MSCI World rallied strongly (+9,4% in USD) in November, reversing losses compounded over the three prior months. ...
October 2023 Update
SA’s headline inflation (+5.4% YoY) accelerated (in line with expectations) as rising food and energy prices continued to take their...
September 2023 Update
Following the most recent decisions of several major central banks (US, Switzerland, England and Japan), to pause interest rates on...
August 2023 Update
US bond yields rose to a high of 4,36% due to 3 broad factors. Firstly, a loosening in yield curve...