Market Forces
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10 March 2019anemptytextllineThe year is looking bright from this angle. Global investor sentiment strengthened and took well to the news that trade tariff deadlines were postponed, and that a second US shutdown would not follow the first -
13 February 2019anemptytextllineLocal markets were aided by the positive global market sentiment, and the ALSI increased almost 3% on the back of positive returns from the big four banks, with financial services returning 7% overall. -
17 January 2019anemptytextllineWhile emerging markets wobbled alongside global markets during December, the MSCI Emerging Market Index fared better than the MSCI World Index. But, over half the JSE’s stocks have entered the bear market space and investors gained little from the virtually non-existent “Santa Rally”. -
8 January 2019 -
11 December 2018anemptytextllineGlobal markets started the month hesitantly in anticipation of the US midterm elections. This, alongside the trade sanctions posed on Iran and Trump’s continued criticism of the Fed increasing interest rates, contributed to investors’ unease. And, the technology sector fell again later in November, led by a decline in the Apple share price. The decline allowed Microsoft to overtake the former giant as the world’s most valuable company. -
6 December 2018anemptytextllineThe year 2018 started off with signals of synchronised growth across the globe, instilling a fair amount of optimism in investors. But now, as we can almost touch the end of this calendar year, the mood has turned markedly cautious. We capture the main themes of 2018 that caused the outlook among South African investors to turn glum, and cover the conversations advisers need to have with their clients to make sure clients’ portfolios pull through this low-growth environment unscathed.
