Momentum Investments have released their report based on SARB held repo rate steady amid lingering inflation risks prepared by the Momentum Investments Macro Research Team.

Richard Damming and Verity Howells of Schroders analyze the impact of the '3D Reset' on inflation, interest rates, and private equity investments amid rising geopolitical tensions and structural changes.

Arthur and Patrick look at how expectations are leaning towards no change in the Bank’s repo rate amid higher recent inflation prints. However, a careful examination of the economic indicators and the factors influencing the SARB's decision reveals a cautious optimism and the need for patience.

According to Multi-Asset Fund Manager at Schroders, Tara Jameson, the belief that interest rates will fall this year has made assets such as cash and bonds less attractive to investors and sent some stock markets to all-time highs.

Old Mutual Wealth's investment note navigates the tumultuous past four years, from the onset of the Covid-19 pandemic to the rise of AI, urging investors to stay diversified for long-term wealth preservation.

Global stock markets gained in February with emerging markets performing strongly as Chinese shares experienced a rebound. By contrast, fixed income yields were generally higher, meaning prices fell, as investors pushed out the timeframe for central banks to cut interest rates.