Market Forces
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11 November 2024
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The UK economy is still showing resilience through its economic expansion despite remaining static during June and July. China and the eurozone economy are both growing despite not expanding to the desired figure. Locally, inflation dipped to below the midpoint of the South African Reserve Bank’s inflation target, encouraging the bank to cut rates after a US rate cut. -
11 November 2024
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South Africa’s annual inflation rate fell below 4% in September for the first time in over three years, supporting calls for potential further monetary easing by policymakers. Consumer prices in SA rose by 3.8%, down from 4.4% in August. -
5 November 2024
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The US election outcome has an impact on US citizens, but also impacts global markets and economies as well as the local market and economy. With this in mind, we reached out to our local managers to get their views on how the US elections would potentially impact their portfolios; opportunities each outcome would present for SA investors; the impact on foreign investment flows into South Africa; the effect on global trade relations; and the potential positives the outcome may bring for SA. -
4 November 2024
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Key highlights from some of events that shaped the market in Q3 2024 include the SARB cutting its repo rate by 25 bps to 8%; slowing US job growth in July; and the UK’s opposition Labour Party winning a huge parliamentary majority in the country’s general election. -
16 October 2024
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US inflation data subsided and unemployment data was also positive, prompting the US Federal Reserve (Fed) to begin its interest rate cutting cycle. China’s central bank unveiled measures to improve the country’s economic growth by lowering borrowing costs and allowing banks to increase their lending capabilities. South Africa’s inflation rate dropped below the midpoint target in August, encouraging the South African Reserve Bank (SARB) to cut interest rates for the first time since pre-Covid. -
14 October 2024
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Rudesh Patel, Head of Sustainable Investing at Sanlam Investments Multi-Manager, highlights the impact that Millennials and Gen Z will have on the investment industry.
