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...

Morningstar Market Commentary for September 2023

Market and Economic Summary Negative market sentiment continued in September, resulting in the first negative quarter of 2023 for most asset classes. The majority of asset classes closed the month in negative territory, largely due to cautious comments from global...

A bear in bull’s clothing? Paying the price for AI in US Tech

A bear in bull’s clothing? Paying the price for AI in US Tech By Sean Neethling, Head of Investments, Morningstar Investment Management South Africa Storytelling is a powerful way of engaging with people and connecting ideas. One of the most captivating stories in...

Morning Star Market Commentary for August 2023

Market and Economic Summary This month, global market sentiment turned negative, as most asset classes ended in the red. Resilient economic data, and concerns of further upside risks to inflation led to expectations that central banks would maintain higher interest...

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...