February 1, 2024
Geopolitical and economic uncertainty bolster gold demand and prices in 2023
The World Gold Council’s Gold Demand Trends report reveals that annual gold demand (excluding OTC) fell to 4,448t in 2023, down just 5% from a notably strong 2022. When factoring in demand from the OTC markets and other sources,[1] total demand climbed to a new annual record at 4,899t.
Read More
January 31, 2024
Upcoming election weighing on investors
Even though several negative factors impacted the investment environment in 2023, South African markets followed global peers higher in the final quarter with the FTSE/JSE All Share Index ending the year at 9.3%, which was marginally behind bonds at 9.7% but ahead of cash, at 7.8%.
Read More
January 31, 2024
A view on the interest rate decision and the outlook for monetary policy in SA
he South African Reserve Bank’s (SARB) Monetary Policy Committee (MPC) kept interest rates on hold for the fourth consecutive interest rate-setting meeting at 8.25%. Interest rates have climbed by a cumulative 475 basis points since November 2021.
Read More
January 31, 2024
Insights from Q4 2023: Market Surprises & Portfolio Strategies
The final quarter of 2023 saw high geopolitical tensions emanating from the war in Gaza, stoking fears of broader contagion amid the humanitarian crisis with South Africa charging Israel with genocide at the International Court of Justice in The Hague.
Read More
January 29, 2024
Is China set to export deflation – and trade tensions – once again?
There are signs that the recovery in exports is being driven by Chinese manufacturers slashing prices which has the potential for unintended consequences.
Read More
January 25, 2024
How to make the most of tax allowances on your retirement savings each year
To maximise the tax benefits of savings towards retirement in South Africa, it’s essential to understand the limits that come with each of these products and how these may affect your taxable income.
Read More
