FEBRUARY ’24

FEBRUARY ’24

Investment Market Update FEBRUARY 2024 What developments have unfolded in local and global markets throughout the month of February? KEY NUMBERS >200% YTD return of SuperMicro (to be added to the S&P 500) 3.1% January inflation rate in the US 3rd Place Germany...
JANUARY ’24

JANUARY ’24

Investment Market Update JANUARY 2024 What developments have unfolded in local and global markets throughout the month of January? KEY NUMBERS +8.4% Dow Nikkei records its best January in 25 years DDP Wins Taiwan’s government remains for 3rd term +6.8% yoy SA...
DECEMBER ’23

DECEMBER ’23

Investment Market Update DECEMBER2023 What has been happening in local & global markets in the month of December KEY NUMBERS 37 657 Dow Jones ends 2023 at an all-time high 12 Countries remain in OPEC after Angola quits 111% Equal weighted return of the...
NOVEMBER ’23

NOVEMBER ’23

Investment Market Update NOVEMBER 2023 What has been happening in local & global markets in the month of November KEY NUMBERS 9.1% November ZAR return of the ALPI -11.5% Platinum price return over the last 12 months R26.6bn SA trade deficit widened by LOCAL MARKET...
OCTOBER ’23

OCTOBER ’23

Investment Market Update OCTOBER 2023 What has been happening in local & global markets in the month of October KEY NUMBERS 5.0% Peak of the US 10-year treasury yield mid month -10.4% SA equity return over last three months 21.4% 1 year USD return on Gold LOCAL...
SEPTEMBER ’23

SEPTEMBER ’23

Investment Market Update SEPTEMBER 2023 What has been happening in local & global markets in the month of September KEY NUMBERS 4.6% US 10-year treasury yield at a 15-year high 4.3% Eurozone inflation fell to a two-year low 0.0% The MPC kept rates unchanged at...