Andriette Theron, PPS Investments delves into the challenges and opportunities that characterised the investment climate over the past year. She provides a comprehensive analysis of key macroeconomic factors influencing investment decisions in South Africa.

Robert Davy, Emerging Market Equities Fund Manager, and Andrew Rymer, CFA, Senior Strategist, Strategic Research Unit, analyze South Africa's economic landscape amidst upcoming elections and the private sector's role in addressing long-term challenges.

Momentum Investments released their Economies at a glance - for January 2024, prepared by the Momentum Macro Research Team, Sanisha Packirisamy, Economist at Momentum Investments, and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments.

Satrix, South Africa's leading provider of index-tracking products, will list a new exchange traded fund (ETF) during the first quarter of 2024, upon approval from the JSE. The Satrix JSE Global Equity ETF (STXJGE) will give investors an equity building block that upweights local companies that have their primary listings offshore.

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.

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%.