News

October saw a slight pullback across global markets as equities fell, particularly in emerging markets, while bond yields adjusted from September's rally. Despite core inflation ticking up, US inflation trends remained stable, with oil prices unaffected by Middle Eastern tensions. Locally, South African inflation remains low, the rand held relative strength, and SA bonds still offer attractive yields, with this pullback presenting favourable entry points, especially for longer-term bonds.

Offshore income is often overlooked as a building block in multi asset portfolios despite the wide variety in instruments. This article illustrates how US treasuries in particular are useful in multi asset portfolios, especially when combined with local equity.

In this article, we highlight that historical data shows little difference between returns from all-time highs versus average conditions, challenging the notion that market highs could signal imminent downturns.

https://insurancenewsnet.com/press-releases/inslyft-partners-with-ginsglobal-index-funds-to-revolutionize-insurance-product-design

https://pensionsworldsa.co.za/articles/special-feature/index-investing-a-global-investing-revolution-growing-in-sa/

Global markets rallied in June, led by SA bonds and equities as the end of the interest rate cycle nears.