As we head into the holiday season, a perfect storm of economic and market developments in November provided South African investors with something they haven’t had in years: genuine reasons for optimism about the year ahead.
However, while local developments may signal SA has turned the corner, investment diversification is still called for against a backdrop of acute global uncertainty.
An Economic and Market overview of October 2025 from Advantage.
An Economic and Market overview of September 2025 from Advantage.
The US Fed delivered its first rate cut since December while the SARB surprised markets by holding rates steady – despite domestic inflation falling to a three-month low of 3.3%.
Global equity markets celebrated the Fed’s dovish pivot, but SA’s pause signals a more cautious approach as local central bankers assess the impact of their repeated cuts since September 2024.
An Economic and Market overview of August 2025 from Analytics Consulting.
An Economic and Market overview of July 2025 from Analytics Consulting.
South Africa’s stock market is hitting new record highs – despite missing out on the flood of foreign equity money looking for a new home. Read more to learn why.
An Economic and Market overview of June 2025 from Analytics Consulting.
The first half of 2025 has offered investors a masterclass in navigating market volatility for investors, against a backdrop of mindboggling US tariff decision-making and geopolitical bombshells. Read on for the latest market update.
The status of US Treasuries, the equivalent of our government bonds, and the US dollar as the world’s safe-haven assets is cracking under the weight of Trump’s unpredictable reign.
An Economic and Market overview of April 2025 from Analytics Consulting.
April was characterized by intense market upheaval as President Trump set what UBS economist Paul Donovan describes as an erratic “threaten-retreat-threaten-retreat” cycle in motion.
An Economic and Market overview of March 2025 from Analytics Consulting.
US President Donald Trump’s rapid-fire tariff agenda is upending the global economic and geopolitical order.
Not since World War II has the global trade landscape experienced such significant upheavals.
It appears that Trump-related investor optimism has dissipated, leaving the US stock market in the red since he took office.
Uncertainty, it seems, is the order of the day and investing for the long-term (but expecting realistic returns) is the only solution.
Donald Trump’s return to the White House was initially greeted with optimism, with local and international markets experiencing a “Trump bump”. However, global economic uncertainties, including not knowing the president’s next move on tariffs and where interest rates will end the year, are creating a challenging environment for investors to
Investor anxiety set in late last year and has continued into early January, with both local and global uncertainties creating an environment that’s ripe for volatility.
While initial enthusiasm surrounding Trump’s likely market-friendly economic policies drove the S&P 500 index above 6,000 points for the first time, investors are now carefully weighing the opportunities and risks ahead.
It’s the countdown to the US elections and stock markets have come off the boil, as investors anticipate the volatility that will surely surround the elections. As always, South Africa is likely to get swept up in the ups and downs. But there are several reasons to be hopeful for
It’s still a coin toss when it comes to predicting the US election outcome – and financial markets don’t like unpredictability. You can expect election-based volatility in the run up to the US elections and immediately after that. The bottom line? Investors should focus on the long term and ride
As we head into the holiday season, a perfect storm of economic and market developments in November provided South African investors with something they haven’t had in years: genuine reasons for optimism about the year ahead.
However, while local developments may signal SA has turned the corner, investment diversification is still called for against a backdrop of acute global uncertainty.
An Economic and Market overview of October 2025 from Advantage.
An Economic and Market overview of September 2025 from Advantage.
The US Fed delivered its first rate cut since December while the SARB surprised markets by holding rates steady – despite domestic inflation falling to a three-month low of 3.3%.
Global equity markets celebrated the Fed’s dovish pivot, but SA’s pause signals a more cautious approach as local central bankers assess the impact of their repeated cuts since September 2024.
An Economic and Market overview of August 2025 from Analytics Consulting.
An Economic and Market overview of July 2025 from Analytics Consulting.
South Africa’s stock market is hitting new record highs – despite missing out on the flood of foreign equity money looking for a new home. Read more to learn why.
An Economic and Market overview of June 2025 from Analytics Consulting.
The first half of 2025 has offered investors a masterclass in navigating market volatility for investors, against a backdrop of mindboggling US tariff decision-making and geopolitical bombshells. Read on for the latest market update.
The status of US Treasuries, the equivalent of our government bonds, and the US dollar as the world’s safe-haven assets is cracking under the weight of Trump’s unpredictable reign.
An Economic and Market overview of April 2025 from Analytics Consulting.
April was characterized by intense market upheaval as President Trump set what UBS economist Paul Donovan describes as an erratic “threaten-retreat-threaten-retreat” cycle in motion.
An Economic and Market overview of March 2025 from Analytics Consulting.
US President Donald Trump’s rapid-fire tariff agenda is upending the global economic and geopolitical order.
Not since World War II has the global trade landscape experienced such significant upheavals.
It appears that Trump-related investor optimism has dissipated, leaving the US stock market in the red since he took office.
Uncertainty, it seems, is the order of the day and investing for the long-term (but expecting realistic returns) is the only solution.
Donald Trump’s return to the White House was initially greeted with optimism, with local and international markets experiencing a “Trump bump”. However, global economic uncertainties,
Investor anxiety set in late last year and has continued into early January, with both local and global uncertainties creating an environment that’s ripe for volatility.
While initial enthusiasm surrounding Trump’s likely market-friendly economic policies drove the S&P 500 index above 6,000 points for the first time, investors are now carefully weighing the opportunities and risks ahead.
It’s the countdown to the US elections and stock markets have come off the boil, as investors anticipate the volatility that will surely surround the
It’s still a coin toss when it comes to predicting the US election outcome – and financial markets don’t like unpredictability. You can expect election-based
