Market Commentary: September 2019

Here are this month’s highlights: South African assets struggled during September, with Cash proving one of the better performing local investments. Local equities had a lacklustre month, but notable company news included the listing of Naspers spin-off Prosus....

Market Commentary: August 2019

Here are this month’s highlights: Global equities had a tough August, with little respite from the trade war between the US and China, and no end in sight to Brexit wrangling. The inversion of the US yield curve has also fuelled fears of an imminent recession, and...

Market Commentary: July 2019

Here are this month’s highlights: Geopolitical factors and monetary policy action gave investors pause for thought this month, and global equities closed modestly higher. The Federal Reserve Bank lowered interest rates as expected, trade tension simmered and the UK...

Market Commentary: June 2019

Here are this month’s highlights: It was a volatile month for global risk assets. The oil price ticked up on supply concerns, as tensions between Iran and the US escalated and OPEC agreed to maintain production cuts. Sentiments on a resolution to the trade-spat...

Market Commentary: May 2019

Here are this month’s highlights: Global Equities dipped sharply, in the  face of  tougher trade talk  and global growth headwinds. The knock-on effect of Sino-US trade tension and slowing Chinese growth has taken its toll emerging markets and commodities. Local...