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 : 18 December 2024
Europe is falling further behind the dominant US as a developed market of choice for global investors. The 20-country eurozone finds itself in a difficult position with economic indicators continuing to point to a loss of momentum while the recovery in the UK remains slow and complicated. Global investors must consider numerous factors when allocating to developed markets in 2025.
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.
Trading update : 22 November 2024
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.
