Insights
08 May 2025
MARKETS IN A NUTSHELL — FOR APRIL 2025
April began as if the markets had fallen victim to an April Fool’s joke — but investors weren't laughing. US President Trump’s much anticipated ‘Liberation Day’ tariffs took effect on 2 April, and all countries…
25 Apr 2025
Investing With Confidence for Safety and Growth
In an increasingly unpredictable global market, uncertainty continues to dominate the investment landscape. From inflation and interest rate volatility to geopolitical conflict and currency instability, investors…
25 Apr 2025
SA Equities — Beyond the Gloom
South Africa's stock market has endured a challenging decade marked by sluggish economic growth, policy uncertainty, and capital flight. The advent of the GNU brought with it the prospect of political stability, and…
25 Apr 2025
China: Tailwinds Persist Despite Trade Turbulence
Chinese equities entered 2025 with positive momentum. Years of policy overhangs were finally beginning to lift. The combination of renewed stimulus, stabilising property markets, and a tech-sector rebound had…
25 Apr 2025
America's Future Lies in Innovation — Not Factories
US President Donald Trump has put tariffs aggressively back on his policy agenda in his second term, reigniting debates about America’s ability to reclaim its industrial past through protectionist policies. The…
25 Apr 2025
The SA construction sector — foundation for growth
South Africa's construction industry has endured a bruising decade. Gross fixed capital formation — a key measure of infrastructure investment — lingers at record lows. The construction sector once teemed with…