Insights

Big changes are underway in the US, the world’s dominant economy, and investors around the world are taking note. There are short and longer-term implications, but for now, the equity market is humming along.

Not long after its first birthday, the future of the GNU is in question. Political uncertainty is bad for markets, but South Africa’s democracy is maturing in the process. Meanwhile, there are reforms underway that will raise the country’s long-term growth potential.

Global markets are jittery over renewed conflict in the Middle East, and the oil price has jumped. Could this be a repeat of 2022, and what does it mean for local interest rates and markets?