Trading update : 7 February 2025

From emerging market jitters to cocoa crises, markets are taking investors for a wild ride, especially as Trump’s trade tactics keep everyone guessing. Positive economic indicators (new car sales and stronger growth forecasts) bode well for SA Inc. and Boxer keeps punching above its weight, but warning lights are starting to flash on inflation.
Trading update : 31 January 2025

Trump’s tariff talk is toying with global currencies, with the rand surprisingly resilient (for now). Inflation’s back on the menu, this time with a side of geo-economic risks while the US economy just keeps on trucking. AI spending trends and eased US tobacco regulations are the headlines for those looking for strong investment themes.
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.