February 16, 2017

Global – “Let’s make America great” Global equity markets performed well in January with the MSCI Emerging Market Index outstripping the MSCI World Index as the risk appetite for emerging market assets returned. In US Dollar terms the MSCI World Market Index returned 2.35% for the month while the MSCI Emerging Market Index gained 5.45%. Hopes of extended fi scal spending in the US continued amid optimism over President Trump’s proposed tax cuts and higher infrastructure spending. Read the full article Domestic – A challenging 2017 The “Trump Trade” certainly proved beneficial for the JSE in January with the ALSI gaining 4.21% and 4.31% in total return terms. Not unexpectedly the RESI20 was the best performing major tradeable index gaining a solid 10.47%. The INDI25 returned 4.39% while the Financials FINI15 declined -0.99%. On the back of improved market sentiment... Read More

Global – “Let’s make America great” Global equity markets performed well in January with the MSCI Emerging Market Index outstripping the MSCI World Index as the risk appetite for emerging market assets returned. In US Dollar terms the MSCI World Market Index returned 2.35% for the month while the MSCI Emerging Market Index gained 5.45%. Hopes of extended fiscal spending in the US continued amid optimism over President Trump’s proposed tax cuts and higher infrastructure spending. Read the full article Domestic – A challenging 2017 The “Trump Trade” certainly proved beneficial for the JSE in January with the ALSI gaining 4.21% and 4.31% in total return terms. Not unexpectedly the RESI20 was the best performing major tradeable index gaining a solid 10.47%. The INDI25 returned 4.39% while the Financials FINI15 declined -0.99%. On the back of improved market sentiment the... Read More