Every month is a good month to invest

When it comes to investing, common patterns such as “sell in May and go away” and the “January effect” may not offer significant value based on historical data. Regardless of the month, long-term investors should focus on staying fully invested...

Morningstar Commentary for June 2024

Market and Economic Summary Global equity markets ended the month higher, delivering strong returns for the second quarter of 2024. Inflation continued to moderate across most developed markets, fuelling expectations that their respective central banks will begin...

Compound Interest and The Rule of 72

Compound Interest and The Rule of 72 By Roné Swanepoel, Head of Sales Morningstar Investment Management South Africa  Did you know, that if you start saving a small amount, early in life, it can lead to a larger savings pot than if you were to save a large amount much...

Morningstar Commentary for May 2024

Market and Economic Summary Global equity markets produced strong returns this month, with developed markets producing robust returns and outpacing emerging markets. Developed equity markets, after a pause in April, continued its strong run this month, with multiple...

Five lessons for investing in uncertain times

Five lessons for investing in uncertain times By Tim Acker and Morgan Housel With 2024 being an election year for almost half the world’s population, including South Africa, the US and the UK, many investors are worried about what the future holds and how it will...

Morningstar Market Commentary for April 2024

Market and Economic Summary Global equity markets produced mixed returns this month, with developed markets lagging emerging markets. Developed markets halted a 5-month run of strong returns, as most developed market equities sold off during April. Sticky inflation, a...