Over Coffee Market & Economic Summary | May

Inflation. South Africa’s defence held firm, with core inflation easing to 3% – the lowest since July 2021. Trade. The trade surplus took a knock, down to R14.1bn – it’s smallest in three months. Rates. The SARB made a tactical substitution, cutting the repo rate by...

Staying Steady when Markets Feel Uncertain

Staying Steady when Markets Feel Uncertain The stock market is providing its biggest test to investors in several years By: Roné Swanepoel Head of Sales Morningstar Investment Management South Africa Ken Griffin—founder of Citadel, a powerhouse in both active...

Morningstar Market Commentary for February 2025

Market and Economic Summary February was marked by significant uncertainty surrounding both US economic conditions and foreign policy, which dominated news flow this month. These factors, combined with stretched valuation levels across key developed markets, led to...

As we Reflect on 2024

As we reflect on 2024 I have put down a few reminders and things we probably won’t do in 2025: The first thing is we probably won’t like something about the economy or politics In the US, people were upset during the Great Financial Crisis because housing prices...