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.
Tik tok…the tax clock is ticking
With the tax year-end approaching, now is the perfect time for taxpayers to take stock of their finances. The end of February marks the close of another tax year, and with it, the opportunity to maximise annual tax relief, complete payments, and finalise essential tax-related activities.
2025 Outlook
As we look ahead to 2025, several macroeconomic factors will shape global economic performance. Key considerations include the implications of rising tariffs, anticipated changes in interest rates, and projections for GDP growth.
Echoes of the Dot-com era: The Magnificent Seven’s impact and vulnerabilities
Over the past decade, the Magnificent Seven have dominated market returns, much like the leading tech companies of the dot-com era. The dot-com bubble serves as a powerful example of the risks associated with market exuberance and concentration. While today’s Magnificent Seven are more established than many of the dot-com-era companies, valuation risks and market concentration concerns persist.
