Trading update : 27 January 2024
Global superpowers like China and Europe are getting closer because of Trump’s pro-US policies. While these global players turn up the volume on the rhetoric and posturing, South Africa continues to make small gains on the path to an economic revival – the boost to the construction sector from increased infrastructure spending is the latest greenlight for the local economy.
Trade update : 19 January 2025
The Trump Trade remains omnipotent, buoying sectors like tech while sowing uncertainty in sectors like big pharma. Outflows from the world’s biggest emerging market continued unabated, but good news for SA Inc. helped boost the rand before geopolitics took some of the wind out of our sails.
What is index rebalancing and why should you care about it?
Investing in indexes is a simple and convenient way for self-directed investors to gain broad market exposure to a collection of stocks and other assets representing a financial market segment.
Trading update : 12 December 2024
The US market seems unstoppable at the moment, with the S&P 500 hitting its 56th record close of the year and jobs data beating expectations. In contrast, the UK economy had its growth forecasts revised down and the EU remains in the final throws in its battle against inflation.
Trading Update : 29 November
Retail sectors are getting into the festive spirit, with promising signs in the US and SA markets that consumers are ready to spend. The US market is also looking strong after some sanity prevailed in President-elect Trump’s administration picks, with equities and treasuries cheering Trump’s pick of Scott Bessent for Treasury Secretary.
