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Market Commentary January 2024

Market Commentary January 2024

As the war on inflation appears to be won with a 'soft landing' scenario playing out, the stage is set for 2024 to be a good year for investors and...
Market Commentary December 2023

Market Commentary December 2023

November's market surge highlighted the immense volatility brought about by the exit from an era of easy money.
Market Commentary November 2023

Market Commentary November 2023

The withdrawal of market liquidity and rising interest rates have led to continued market volatility, with recovery expectations pushed back due to persistent rate hikes and mixed global economic signals....
Market Commentary October 2023

Market Commentary October 2023

Recent market volatility reflects the shift from the era of low interest rates. The effect of rate hikes, which impacted financial markets initially, are flowing through to the real economy.
Market Commentary September 2023

Market Commentary September 2023

Markets continued to be highly volatile as participants were highly sensitive to both good and bad news. This leads to both markets and investor emotions going through a roller coaster...
Market Commentary August 2023

Market Commentary August 2023

The market rally broadened in July, in line with patterns from history which show that narrow market gains do not last for long. Strong gains in our recovery positions have...