LATEST INSIGHTS
Webinar – Where the Money will be Made 1Q25
On Monday (3 February), Anchor hosted a Where The Money Will Be Made webinar, providing a comprehensive overview of our latest strategy report, The Navigator...
January local commentary: After a three-month losing streak, the JSE ends in the green
- Peter Little, Fund Management
South African (SA) equity markets bounced back from a three-month losing streak in January (FTSE/JSE Capped SWIX Index +2.6% MoM). Miners had held the local...
January global commentary: DM equities bounce back with a strong start to 2025
- Peter Little, Fund Management
Developed market (DM) equities bounced back from the December wobble with a strong start to the year (MSCI World Index +3.6% MoM). However, after two...
Despite a volatile month, most global equity markets and the JSE end January higher
- Marco de Matos, Research
The January Barometer Stock Market Effect is a market strategy which looks at how the S&P 500 performs in the first month of any given...
Global headwinds drive the SARB to a hawkish 25-bp rate cut
- Casey Sprake, Investment Analyst – Fixed Income
As widely anticipated, the South African Reserve Bank’s (SARB) Monetary Policy Committee (MPC) opted to lower the repo policy rate by a measured 25 bps...
Coffee Table Economics with Anchor
- Casey Sprake, Investment Analyst – Fixed Income
Coffee Table Economics (CTE) with Anchor, by Casey Sprake, is distributed periodically. CTE is a compilation of Casey’s research, analysis, and perspectives on key South...
THE NAVIGATOR – ANCHOR’S STRATEGY AND ASSET ALLOCATION, 1Q25
- The Anchor Investment Team
The Navigator is Anchor’s quarterly review of the major themes affecting markets and gives an overview of our current strategy and asset allocation. Click here...
Anchor Asset allocation summary, 1Q25
- The Anchor Investment Team
The most recent quarter (4Q24) was dominated by the response to the re-election of Donald Trump as US president and anticipation of his economic policies,...
STRATEGY AND ASSET ALLOCATION, 1Q25
- The Anchor Investment Team
ECONOMICS As 2025 begins, the global economic backdrop remains as convoluted as ever. The year has started with increased volatility in bond and equity markets,...
