Trading update : 17 September 2025
Rate cut fever is turning up the temperature on US markets, which continued to notch up fresh record highs. The S&P 500 smashed through 6,600 while Alphabet joined the $3 trillion club, all riding the wave of Fed rate cut expectations and China trade optimism. But beneath the euphoria, warning bells are ringing. JP Morgan’s strategists called markets “frothy” and questioned whether easing now could backfire. China is also wielding Nvidia as a trade weapon, while Moody’s delivers a sobering reality check on SA’s growth prospects.
Trading update : 29 August 2025
With reporting season in full swing in SA and abroad, markets remain fluid as companies report earnings and provide outlooks. Market volatility took centre stage as Nvidia stumbled on lofty expectations, while Fed Chair Powell’s dovish Jackson Hole comments sparked the strongest cross-asset rally since April. China’s trillion-dollar stock surge showing bubble warning signs and Trump’s tariff promising $4 trillion in deficit cuts added to the rollercoaster ride.
Trading update : 11 September 2025
All signs point to a Fed rate cut, from a looming payroll downgrade that could wipe nearly a million jobs off the books to Wall Street gearing up to take advantage. Globally, France is in political chaos, again, and China is teeing up fresh stimulus. Big tech isn’t slowing down either, with Microsoft cutting billion-dollar deals, Nvidia unveiling its next-gen AI engine, and Oracle stacking up cloud bookings at record pace.
What are the best performing European ETFs?
For DIY investors looking for diversification away from the US market, Europe offers a compelling value proposition: access to a mature, stable economic bloc that’s been stress-tested through everything from financial crises to global pandemics, yet continues to innovate and grow.
The pros & cons of investing in local ETFs versus offshore ETFs
Exchange-traded funds (ETFs) have become a popular investment option for gaining broad exposure to various stocks and assets across both local and global markets. These passive investments are easy to understand, offering a simple and cost-effective way to access markets for diversification and growth benefits.
How to get Bitcoin exposure without owning Bitcoin
The exciting and volatile world of cryptocurrency investing has piqued the interest of many DIY investors and traders, as the ability to speculate on wild price swings and surges holds the potential to mint millionaires.
What are actively managed ETFs?
An ETF is a type of investment fund and exchange-traded product that holds a collection of assets, such as stocks, bonds, commodities, cryptocurrencies or other securities.
ETFs are designed to track the performance of a specific index, sector, or asset class, and they trade on stock exchanges much like individual stocks.
Trading update : 22 August 2025
China’s stock market is making the right moves as global dynamics shift. The country is trying to fix its stock market, where a new rally is already attracting significant inflows from domestic and foreign investors. Elsewhere, major market developments include an Intel stock surge, a more competitive approach from Tesla, and the potential economic impacts of a looming La Niña weather event.
What is multi asset class investing?
DIY investors can add additional diversification benefits and more aggressive or longer-term return profiles by including alternative investments, such as crypto, private equity, and hedge funds.
Demystifying Margin Trading
When you hear the words “margin trading,” it might sound like something best left to financial pros in glass towers. But with the right tools, knowledge, and guardrails, margin trading can become a useful part of your investing strategy.
At Clarity, we believe in giving you access to more markets, more opportunity, and more control. That includes empowering you with options like margin trading, explained in a way that actually makes sense.