Monthly financial markets outlook | November 2023
Investors wrestle with interest rates uncertainty, economic shifts, and volatile yields. The risk-off sentiment that dominated the third quarter (Q3) rolled over into October, leading to selloffs across all major asset classes. Investors revised their interest rate outlook upward in response to several factors, including a stronger-than-expected US economic performance, mixed inflation data, robust consumer […]
Monthly financial markets outlook | October 2023
2022 concerns reemerged during the third quarter. The third quarter proved to be challenging as worries about sticky inflation and the potential for extended periods of higher interest rates, which had been less prominent earlier this year, resurfaced. The improved sentiment, coupled with better-than-feared US companies’ earnings reports, bolstered risk assets and led to strong […]
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 […]
“Burning bright or flickering out? South Africa’s grid woes ignite fear of blackouts”
As South Africa approaches the peak of its winter season, concerns about a possible grid collapse and subsequent blackout have arisen due to the ongoing mismanagement at Eskom, leading to the deterioration of electricity supply in the country. It is important to assess the validity of this fear in context. Historically, complete, and widespread grid […]
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 […]