Economic Review | The March Edition
April 14, 2025
Consumer inflation in the US increased slightly in February compared to January. In March, US President Donald Trump imposed tariffs on steel and aluminum imports. Chinese officials introduced a special plan to boost the economy and are considering various measures to stabilise the Chinese stock market. On the domestic front, the US issued an executive order to immediately suspend funding for the…
Monthly Market Highlights | The March edition
April 8, 2025
Global interest rates remained steady across major economies, including the US, UK, and South Africa, as central banks maintained their current policy stance. A key underlying factor for these central bank decisions is the tariffs introduced by US President Donald Trump.
What the Two Oceans Marathon can teach us about investing
April 4, 2025
Much like preparing for the grueling Two Oceans Marathon, investing requires discipline, preparation, and the ability to endure uncertainty. The key is to trust the process, adapt to challenges, and remember that successful investing, like finishing a marathon, is about persistence and resilience.
Budget 2025: Balancing Fiscal Discipline and Growth
March 13, 2025
For this year’s budget speech analysis, we turned to Melanie Stockigt, Portfolio Manager and Analyst at Laurium Capital, for her insights. The key takeaway? The budget reinforces fiscal discipline while aiming for pro-growth spending. Market reactions were mixed, with bonds and the rand seeing some volatility.
Economic Review | The February Edition
March 12, 2025
Global economic trends presented a mixed picture in the latest quarter. US economic growth slowed in the fourth quarter, but consumer spending grew over the same period. On the domestic front, South Africa saw positive developments, with retail sales expanding both in the final quarter and over the year. Encouragingly, the unemployment rate declined across all demographics, including youth, as…
Monthly Market Highlights | The February edition
March 12, 2025
Inflation continues to be a global concern, with notable increases in SA, the US, the UK, and Japan. SA inflation edged up slightly in January, after the first release since Statistics South Africa updated its consumer price basket. Despite the uptick, the headline inflation rate remains within the lower end of the central bank's target range.
Fiscal Reality Check – The True Cost of Government Spending
March 7, 2025
Milton Friedman once said, “Keep your eye on one thing, and one thing only – how much government is spending, because that is the true tax.” As SA faces VAT hikes and economic mismanagement, bold leadership is needed. Read more on the reality we can’t ignore.
Why Selling Your Financial Practice is like Selling your Home
March 6, 2025
Selling a financial practice is much like selling a home—it requires careful planning to maximise its value and ensure a smooth transition. By preparing early and leveraging expert support, advisers can secure their financial future while protecting their legacy and the relationships they’ve built over years of dedication.
Capital Clarity | 2025 Asset Manager Survey
February 20, 2025
Results of an in-depth survey with some of SA’s leading asset managers for their views on what may lie ahead in 2025.
Economic Review | The January Edition
February 13, 2025
China’s stimulus package helped to boost economic growth in 2024, enabling it to meet government’s annual growth target while presenting an opportunity for more growth. South Africa’s President Cyril Ramaphosa signed the Expropriation Bill into law, arousing controversy both locally and globally.