October 2021 Update
October has been a strong month for equity markets across the board with very little newsfeed driving performance...
September 2021 Update
The month kicked off with disappointing US jobs figures for August (+235k) amid a surge in the Delta variant....
August 2021 Update
Ongoing Chinese regulations continued to hinder technological companies and those companies seeking to exploit education and healthcare in the middle...
July 2021 Update
July was marked by the widespread riots and looting that broke out in KwaZulu-Natal (KZN) and parts of Gauteng in...
June 2021 Update
During June, the US Federal Open Market Committee (FOMC) kept the benchmark rate at c. zero percent, as was expected....
May 2021 Update
US inflation accelerated to 4.2% during May which was ahead of the Dow Jones estimate for a 3.6% increase. March...
April 2021 Update
On the local economic front, Stats SA confirmed that a third straight month of increased trade surpluses had been recorded...
March 2021 Update
It has been just over a year since most countries went into hard lockdown. In both developed and emerging markets,...
February 2021 Update
Front and center in the news this month was Finance Minister Tito Mboweni’s 3rd National Budget. Compared to what was...
January 2021 Update
In January, President Biden announced a $1.9 trillion economic stimulus plan, although it has not yet been introduced in Congress....