Quarterly Report | Q1 ’25
The South African Reserve Bank (SARB) decreased interest rates by 25 basis points at the January Monetary Policy Committee (MPC) meeting.
Quarterly Report | Q4 ’24
October marked the first month of negative performance since the formation of the Government of National Unity (GNU).
Quarterly Report | Q3 ’24
The beginning of the third quarter saw the national election resulting in more positive results than what was expected.
Monthly Report | July ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
Quarterly Report | Q2 ’24
The South African Reserve Bank (SARB) is expected to follow suit with rate cuts as local inflation risks remain manageable.
Monthly Report | June ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
Monthly Report | May ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
Quarterly Report | Q1 ’24
Economic data from South Africa has been weak for the first month of the year.
Monthly Report | March ’24
US financial conditions remain tight with increasing signs that growth may be slowing.
Monthly Report | February ’24
Tight financial conditions and slow growth will weigh on valuations, profit margins and earnings. US valuations and earnings estimates remain elevated.
Monthly Report | January ’24
Tight financial conditions and slowing growth will weigh on valuations, profit margins and earnings.
Quarterly Report | Q4 ’23
Local equity markets had a negative month during October, as global factors had a significant impact on emerging markets sentiments.
Values-driven investing
Connect with our specialists
Our team of specialists is here to assist you with any questions or guidance you need.
"*" indicates required fields
