Monthly financial markets outlook | August 2023

2023 continued on a positive trajectory as markets delivered bumper returns in July. The global soft-landing narrative gained momentum, supported by robust GDP data from the USA and China. The market is more optimistic about the central banks’ abilities to rein in inflation without breaking the economy. While central banks maintained a hawkish stance during […]

Monthly financial markets outlook | July 2023

Global markets concluded the first half of the year on a positive note, driven by robust GDP data and better-than-expected personal consumption expenditures (PCE) inflation figures from the US. The encouraging economic data, revealing a 2% growth in US second quarter GDP (compared to 1.3% in the first quarter of 2023), reignited the risk-on sentiment […]

Navigating your investments in a rising inflation and interest rate environment

Over the past decade, South Africans have witnessed substantial price increases in goods and services, influenced by factors from both the demand and supply sides. Following the COVID-19 pandemic, pricing pressures have intensified, particularly due to high food and energy costs. To combat rising consumer prices, the South African Reserve Bank has been increasing interest […]

Monthly financial markets outlook | June 2023

Politics played a crucial role in shaping investor sentiment both globally and domestically in May. Investors’ reactions to economic data releases and monetary policy decisions were relatively muted. Behind the political filibuster in Washington, there were both positive and negative economic developments in developed markets. On the domestic front, tensions escalated between the US government […]

Highlights from the 2023 27four Investor Day

Launch of the 27four Nebula Fund A first-of-its-kind venture capital fund that seeks to unlock high returns and deliver meaningful impact by leveraging a unique three-step risk-mitigation framework. Learn more Agrarius, Africa’s first JSE-listed sustainability-linked Sukuk demonstrated its commitment to investments in the agriculture value chain With a deal pipeline that extends from potato farming […]

Monthly financial markets outlook | May 2023

Download this edition Markets bounced around in April as investors faced a challenging environment marked by uncertainty and conflicting signals from economic data. While some US companies posted better-than-expected earnings for the first quarter, overall earnings saw the most significant decline since 2020. Headline inflation declined across most developed countries which coupled with soft GDP […]

Monthly financial markets outlook | April 2023

Download this edition The first quarter of 2023 was marred by significant market volatility and fluctuating investor sentiment in the midst of an uncertain macroeconomic environment. The quarter started on an upbeat note, with positive inflation and economic data from major global economies boosting sentiment. Consequently, both equities and bonds posted record high returns in […]