Weekly Commentary: 21 January 2025

Market Commentary : 21 January 2025 Summary December inflation in both the UK and US came in below expectations, sparking a rally in global asset prices and reducing pressure on equity and bond markets Services inflation, a critical focus for markets and central banks, slowed more than anticipated, reinforcing confidence in the global disinflationary trend […]

Weekly Commentary: 14 January 2025

Market Commentary: 14 January 2025 Markets Last Week UK gilt (government bonds) yields surged with ten-year yields reaching their highest levels since 2008 and 30-year yields hitting 5.40% – the highest since the late 1990s Rising borrowing costs have made headlines, driven by persistent inflationary pressures and a deteriorating growth backdrop and further exacerbated by […]

Weekly Commentary 10 December 2024

Market Commentary: 10 December 2024 Summary Global equities started December strong, gaining 1.3%; growth stocks outperformed returning 3.5%, while value stocks fell by 1.2% Consumer discretionary, communication services and technology sectors gained over 3%; most sectors declined, however, with energy, utilities and real estate the weakest The US large-cap index reached a new all-time high, […]

Weekly Commentary: 03 December 2024

Weekly Commentary: 03 December 2024 Summary Global equities rose in a shortened US trading week due to Thanksgiving, supported by easing bond yields and improved investor sentiment US market increased by 1.1% but declined -0.5% in sterling terms due to dollar weakness European equities edged up 0.2%, while UK mid-caps outperformed with the FTSE 250 […]

Market Commentary: 26 November 2024

Weekly Commentary: 26 November 2024 Summary Global equities rebounded 2.2% with all sectors in positive territory Energy and materials outperformed while communication services and consumer discretionary lagged The US market rose 2.5%, driven by positive sentiment from President-elect Donald Trump’s growth-oriented policy agenda and supported by a strong dollar UK equities performed well, especially the […]

Market Commentary: 19 November 2024 

Weekly Commentary: 19 November 2024 Summary Equity markets edged lower as investors weighed the implications of the Trump administration’s evolving cabinet Financials and energy sectors extended gains on hopes of economic growth, deregulation, and mergers Healthcare retreated after Robert F. Kennedy Jr. was nominated for Health and Human Services Secretary The electric vehicle (EV) sector […]

Market Commentary: 12 November 2024

Weekly Commentary: 12 November 2024 Summary Donald Trump, now president-elect, is set to become the second president in US history – and the first Republican – to serve two non-consecutive terms Following Trump’s win, US equities rose 4.9% to all-time highs, while US bond yields initially climbed but reversed after a 25bps (basis point) rate […]

Market Commentary: 29 October 2024

Weekly Commentary: 29 October 2024 Markets Last Week Bond yields rose aggressively across developed markets as bets on interest rate cuts were pared back. The US 10-year Treasury yield rose 0.16% to 4.24%, while the UK 10-year Gilt yield rose 0.18% to 4.23%. At the end of September, Fed funds futures were pricing in eight […]

Tax Free Savings

Tax Free Savings Maximising Your Tax-Free Savings Account: A Step-by-Step Guide Tax-Free Savings Accounts (TFSAs) offer a unique opportunity for South African investors to grow their savings without the burden of taxes on interest, dividends, or capital gains. This makes TFSAs a powerful tool for achieving long-term financial goals, including retirement savings. In this article, […]

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