Articles

Week in Review: Larger South African Economy Meets a Tougher Global Rate Backdrop

2 November 2026

South Africa’s larger GDP improves fiscal ratios as a firm Fed, AI volatility and higher oil reshape the outlook for local and offshore investors.

Week in Review: Budget Relief Supports Bonds as Global Risk Appetite Weakens

26 October 2026

South Africa’s improved budget outlook supports bonds, while rising oil, AI concerns and global rate uncertainty challenge local and offshore portfolios.

Week in Review: Stronger Local Assets Meet Global AI Debt and Oil Risks

19 October 2026

South African assets strengthen ahead of the budget as rising oil prices, persistent inflation and growing AI credit risks reshape global portfolios.

Week in Review: SARB Hikes as Global Bond Yields Reach Multi-Decade Highs

28 September 2026

Rising global yields meet divergent African rate paths as Nigeria resets policy to 23% and energy, currency and funding risks remain in focus.

Week in Review: South African Markets Weaken as Global Rate Hikes Return

21 September 2026

South African consumers strengthened as the JSE and rand weakened, while US and Japanese rate hikes reshaped the global investment outlook.

Week in Review: South African Investors Face Higher Global Yields as Oil Prices Rise

14 September 2026

Stronger US payrolls and higher global yields meet weaker South African manufacturing and a firmer rand, shaping local and offshore portfolios.

Month in Review: August 2026

9 September 2026

Global markets gained strongly in August 2026, supported by healthy corporate earnings and renewed technology demand. This monthly market review explores global equities, rising bond yields, inflation, the [...]

Week in Review: South African Investors Weigh Rand Strength Against Higher Global Yields

7 September 2026

Stronger US payrolls and higher global yields meet weaker South African manufacturing and a firmer rand, shaping local and offshore portfolios.

Week in Review: Rand Holds Year-to-Date Gains as Fed Caution Keeps Offshore Risks in Focus

31 August 2026

South Africa’s rand and JSE strengthen as US yield volatility, a weaker dollar, gold gains and oil risks reshape the offshore investment backdrop.

Week in Review: Weaker Dollar Supports the Rand as Global Yield Risks Persist

24 August 2026

South Africa’s rand and JSE strengthen as US yield volatility, a weaker dollar, gold gains and oil risks reshape the offshore investment backdrop.

Week in Review: Mixed Markets as Inflation Cools

17 August 2026

Softer inflation supported markets, but rising oil prices, mixed growth signals and geopolitical risks kept investors focused on the policy outlook.

Month in Review: July 2026

13 August 2026

July’s Month in Review examines global market divergence, AI investment, rising bond yields, tariff pressures and South Africa’s evolving investment outlook.