Thought Series

Q1 2025 saw sharp divergence in global equities. US markets faltered due to trade tensions, inflation worries, and tech sector shifts, posting their worst quarter in three years as investors favored traditional sectors. Conversely, European and UK equities thrived, supported by increased defense spending and economic stability. South Africa led...

Global equities rallied in Q3 buoyed by central bank rate cuts and easing inflationary pressures. Key drivers were interest rate reductions by key central banks including the US Federal Reserve and the European Central Bank, stronger-than-anticipated US economic indicators and government stimulus in China.

Global equities rallied in Q3 buoyed by central bank rate cuts and easing inflationary pressures. Key drivers were interest rate reductions by key central banks including the US Federal Reserve and the European Central Bank, stronger-than-anticipated US economic indicators and government stimulus in China.

Global equities remained strong in the second quarter of 2024 driven by the enthusiasm around AI, strong earnings and upward analyst revisions.

Global equities posted strong gains in the first quarter of 2024, bolstered by the resilience of the US economy and continued excitement surrounding Artificial Intelligence

2023 was marked by significant geopolitical tensions – 2 major conflicts with their ripple effect on global supply chains and security.

After gains in the first half of 2023, the third quarter saw both equities and bonds posting a negative return.