SEPTEMBER 2025

SEPTEMBER 2025

INVESTMENT MARKET UPDATE SEPTEMBER 2025 What developments have unfolded in local and global markets throughout the month of SEPTEMBER? 0.25% US Fed cut for the 1st time this year +25.5% Resources performance 7.00% SA repo rate remained unchanged ADVANTAGE - SEPTEMBER...
AUGUST 2025

AUGUST 2025

INVESTMENT MARKET UPDATE AUGUST 2025 What developments have unfolded in local and global markets throughout the month of AUGUST? 50% Tariffs imposed on Indian imports to the US +11.4% SA Resources return in August 3.5% SA inflation print for July ANALYTICS - AUGUST...
JULY 2025

JULY 2025

INVESTMENT MARKET UPDATE JULY 2025 What developments have unfolded in local and global markets throughout the month of JULY? 30% Tariffs will be imposed on all SA exports to the US, with some exceptions 100,000 Points JSE All Share Index soared to a record high in...
JUNE 2025

JUNE 2025

INVESTMENT MARKET UPDATE JUNE 2025 What developments have unfolded in local and global markets throughout the month of JUNE? 6200 S&P 500 closed the month at record highs 1973 US Dollar experienced its worst first half in more than 50 years 75% Higher Cost of...
MAY 2025

MAY 2025

INVESTMENT MARKET UPDATE MAY 2025 What developments have unfolded in local and global markets throughout the month of MAY? Aa1 Latest US sovereign credit rating by Moody’s 7.25% Current level of the SARB Repo rate $36 Trillion Current level of US national debt...
APRIL 2025

APRIL 2025

INVESTMENT MARKET UPDATE APRIL 2025 What developments have unfolded in local and global markets throughout the month of APRIL? 2.7% SA Headline y/y inflation slowed to below consensus 1.0% IMF downgraded SA’s 2025 GDP Forecast $3500/oz Gold surged in April...