March 2024 Economic Review
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…
Monthly Market Highlights – March 2024
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…
Fund selection: When to hold ‘em and when to fold ‘em
Market conditions are subject to constant change, influenced by global economic trends, geopolitical events, investor speculation and unforeseen crises. These factors influence fund performance.
Pre-MPC Analysis: a Hawkish pause expected
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.