OIG Monthly Market Review – April 2025
April was a turbulent but ultimately positive month for global markets. Despite a rocky start due to escalating U.S. tariff announcements, markets regained their footing toward the end of the month following a temporary pause on most tariff measures.
OIG Monthly Market Review – March 2025
In March 2025, global financial markets faced significant volatility, primarily due to escalating trade tensions and anticipated tariff implementations by the United States. The uncertainty intensified following President Donald Trump’s announcement of forthcoming reciprocal tariffs. South African Equities showed resilience with only listed property posting a loss for March.
OIG Monthly Market Review – February 2025
Global markets in February remained steady despite mixed economic signals, with U.S. bond yields declining and European equities posting gains. In South Africa, the equity market showed resilience despite sector-specific struggles, particularly in resources, which fell sharply due to weaker commodity prices. The delayed 2025 Budget and potential VAT hike weighed on local investor sentiment, while the return of load-shedding raised concerns over economic stability.
OIG Monthly Market Review – January 2025
In January 2025, global financial markets experienced volatility influenced by various economic and geopolitical factors. The Johannesburg Stock Exchange (JSE) experienced fluctuations in line with global trends. Overall, January 2025 was marked by market adjustments as investors responded to technological advancements, policy changes, and shifting economic indicators.
OIG Monthly Market Review – December 2024
December marked a challenging end to an otherwise strong year for global markets. While equity markets retreated due to year-end profit-taking and cautious central bank outlooks, 2024 delivered impressive gains, driven by resilient US economic growth, the AI boom, and strong corporate earnings. 2024 showcased the power of innovation, adaptability, and selective investment opportunities, offering long-term investors valuable lessons for navigating evolving market landscapes.
OIG Monthly Market Review – November 2024
November markets showcased a mix of optimism and caution globally and domestically. While U.S. policy shifts under President-elect Donald Trump stirred volatility, supportive monetary policies and resilient equity sectors provided balance, with South Africa benefiting from improved inflation data and a positive economic outlook.
OIG Monthly Market Review – October 2024
October was a challenging month across global markets, with inflation, rising yields, and economic uncertainties shaping market movements. This cautious investment environment was reflected in declines across equities, bonds, and fluctuating commodities. As we move forward, these macroeconomic pressures will likely continue influencing global market dynamics, emphasising the need for vigilant risk management and diversification in investment strategies.
OIG Monthly Market Review – September 2024
September 2024 was an active month for global markets, driven by decisions from central banks, inflation trends, and economic events. The Federal Reserve and South African Reserve Bank (SARB) lowered interest rates, impacting stocks and bonds. While inflation eased in several regions, concerns about global politics and rising energy costs remained. Investors faced mixed results across different markets and types of investments.
OIG Monthly Market Review – August 2024
August was marked by significant volatility across global markets, driven by various macroeconomic developments. While most financial assets managed to recover by the end of the month, the performance varied significantly by region and asset class. Below, we provide a breakdown of the key developments in each region.
OIG Monthly Market Review – July 2024
July 2024 saw strong market performances driven by easing inflation and favourable economic policies. In the US, inflation moderated to 3.0% year-over-year, leading the Federal Reserve to maintain interest rates, with potential cuts expected.
