News

Positive global equity momentum carried into March, which was the fifth consecutive positive month for global stocks. South Africa was the best-performing of its major EM peers in March, clawing its way back towards positive territory.

Interest rates in SA, the US, UK, Eurozone and China remain steady. The Bank of Japan has ended eight years of maintaining negative interest rates. The South African economy grew by a minimal 0.1% in Q4 2023, narrowly avoiding a technical recession after a contraction of 0.2% in Q3 2023.

Market conditions are subject to constant change, influenced by global economic trends, geopolitical events, investor speculation and unforeseen crises. These factors influence fund performance.

We delve into the upcoming Monetary Policy Committee (MPC) meeting. Despite calls for rate cuts, a careful examination reveals a need for patience amidst global economic dynamics.

Both the UK and Japan moved into a technical recession in Q4 2023 after posting two consecutive quarters of negative economic growth. UK Prime Minister Rushi Sunak is under pressure to find ways to stimulate the UK economy and address the country’s cost of living crisis.

The world of finance thrives on complexity, and few corners embody this more than the realm of hedge funds. Yet, for smart investors with the right appetite for risk, these alternative investment vehicles can offer compelling opportunities.

SA’s inflation rate accelerated in January for the first time in three months, driven by higher fuel and food prices. It was 5.3% from a year earlier (inflation was 5.1% in December 2023). Britain’s economy slipped into recession in Q2 2023. Japan also unexpectedly found itself in a recession at the end of 2023 and has surrendered its position as the world’s third-largest…

Budget 2024 continues to highlight the daunting task of stabilising the government’s debt ratio against the backdrop of slow revenue growth and increasing expenditure demands. Join us in unpacking the Budget Speech 2024.

The South African Reserve Bank kept interest rates unchanged for the fourth consecutive meeting of its Monetary Policy Committee, mirroring similar decisions made by the US Federal Reserve, European Central Bank, People’s Bank of China, and the Bank of Japan.

At the start of 2024, the recovery in the global economy continued to be evident, although it was generally uneven across different regions. The International Monetary Fund (IMF) has projected a soft landing, reiterating the lagged effects of monetary policy tightening and a strong disinflation trend.