Newsletters

Monthly updates from the team — market commentary and a short voice note.

31 May 2026

Economic & Market Overview — May 2026

Global equities extended April's recovery in May — the MSCI World Index rose 4.6% and the US and Japan hit fresh record highs — while South African shares lagged and the Reserve Bank raised the repo rate to 7.0%.

30 April 2026

Economic & Market Overview — April 2026

Global markets rebounded sharply in April — the MSCI World Index jumped 9.4%, led by US tech and AI — while South African shares posted a muted 1.0% gain amid commodity and currency sensitivity.