Morningstar Market Commentary for January 2025

Market and Economic Summary January was a month full of newsworthy events, including the change in leadership in the US, the additional player in the Artificial Intelligence (AI) race, as well as continued policy uncertainty surrounding the direction of inflation and...

Morningstar Market Commentary for March 2024

Market and Economic Summary Global equity markets continued their strong run in the face of more persistent inflation and a delay in the expected interest rate cutting cycle. Central banks continue to keep a close eye on economic conditions as sticky inflation has...

South Africa’s new Two (three) Pot System

The proposed two-pot system for retirement savings is due to come into effect on the 1st of September 2024.  We have summarised the most pertinent points below: The system intends to divide retirement contributions into two separate pots: a ‘savings pot’ and a...

Morningstar Market Commentary October 2023

Market and Economic Summary Global markets continued their downward trend this month, posting another negative performance. Global equity markets recorded their third consecutive negative return this month, as sentiment toward risk assets waned. The “higher for...

Is this SA’s darkest hour? Watch Jeremy Gardiner and more…

Is this SA’s darkest hour? Watch Jeremy Gardiner and more… We thoroughly enjoyed the Taking Stock virtual roadshow hosted by Ninety One earlier this month. As always, Jeremy Gardiner (Director at Ninety One) delivered another fantastic presentation, this...