LATEST INSIGHTS
Global equity markets are tanking: Now what?
- Peter Armitage, Anchor CEO and Co-CIO/Peter Little, Fund Management
Global stock markets are tumbling, and certain shares are approaching attractive levels. US President Donald Trump’s tariff announcement last week has resulted in a severe...
March local commentary: Despite turmoil on global markets, the JSE ends the month and 1Q25 on a positive note
- Peter Little, Fund Management
South African (SA) equity markets ended the first quarter on a positive note (FTSE/JSE Capped SWIX Index +3.6% MoM/+5.9% YTD) despite turmoil in global equity...
March global commentary: DMs record a second consecutive monthly drop as Trump’s tariffs weigh on sentiment
- Peter Little, Fund Management
Developed market (DM) equities recorded their second consecutive monthly fall (MSCI World -4.4% MoM), pushing them into negative territory for 1Q25 (-1.7% QoQ). US mega...
Trump’s tariffs cause chaos on global equity markets, but the JSE records gains in March
- Marco de Matos, Research
Most major global equity markets continued to struggle in March (MSCI World -4.4% MoM/-1.7% YTD/1Q25) as unprecedented policy uncertainty surrounding on-again/off-again tariffs resulted in Trump...
Coffee Table Economics with Anchor
- Casey Sprake, Economist
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...
Amid Global Uncertainty, the SARB Stays Cautious and Holds Rates Steady
- Casey Sprake, Economist
Headline Consumer Price Index (CPI) inflation was unchanged at 3.2% YoY in February, with a MoM increase of 0.9%. This figure remains well below the...
South Africa’s Budget Crossroads: Balancing Tax Burdens, Debt, and Political Uncertainty
- Casey Sprake, Economist
Finance Minister Enoch Godongwana presented South Africa’s (SA) 2025/2026 Budget on 12 March. The budget tabling, initially scheduled for February, was postponed due to a...
