Investments

Monthly markets review - April 2025

A look back at markets in April when the announcement of “Liberation Day” tariffs by President Trump sparked significant stock market volatility while the US dollar weakened and gold hit a new all-time high.

Capital Market Assumptions: A new investment reality takes shape

Wishing for White Flags

On Thursday the world marks the 80th anniversary of the unconditional surrender of Nazi Germany and the end of World War II in Europe. Planning for the post-war world had started years before the fall of Berlin.

Signals Advisers Can’t Ignore in 2025

A downward adjustment to GDP growth forecasts, the potential unravelling of the much-vaunted Government of National Unity (GNU), and ongoing erosion of SA-US relations are red flags for international investors considering investing in South African markets. At least, this is your writer’s conclusion following a recent Bank of America Merrill Lynch (BofA) investor roadshow feedback presentation.