Aug 19, 2026
Oil above USD 100, then back into the USD 80s, all within a single month. July was a reminder of how quickly global markets can move when geopolitics enters the picture. In our latest report, we unpack what drove the volatility, how South African markets held their...
Jul 15, 2026
And in the blink of an eye, we have passed the halfway mark of 2026! Global markets have been defined thus far by persistent AI hardware rallies, renewed conflicts disrupting energy markets, and shifting central bank interest rate policies. Major equity indices have...
Jun 22, 2026
We started last week with breaking news of a peace deal agreement in place between the US and Iran. The deal is said to be officially signed on Friday, but a week seems to be an unusually long time in politics. After more than 100 days since the war started, it’s a...
May 18, 2026
April illustrated how quickly global markets can pivot when geopolitical risks appear to stabilise, even if underlying macroeconomic uncertainties remain unresolved. This month’s newsletter explores the key market developments during the period, together with the...
Apr 17, 2026
March was a bumpy month for markets, marked by heightened volatility across global markets. In this month’s report, we unpack the key developments and what they mean for portfolios and positioning going forward. GLOBAL MARKET UPDATE March was...
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