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...
MARCH 2025

MARCH 2025

INVESTMENT MARKET UPDATE MARCH 2025 What developments have unfolded in local and global markets throughout the month of MARCH? 1986 The last time gold gained 17% in one quarter 7.1% Annual growth rate of debt servicing costs in SA 5% EM outperformance of DM in March...
FEBRUARY 2025

FEBRUARY 2025

INVESTMENT MARKET UPDATE FEBRUARY 2025 What developments have unfolded in local and global markets throughout the month of FEBRUARY? 3.2% YoY SA headline inflation in January R17.25 Billion YoY Diesel savings were achieved with the suspension of loadshedding 25%...