Shopping List (Local)

A reference guide to superior collective investment schemes in South Africa.

April 2020 - Review of Quarter 4

The last quarter of 2019 gave us some really strong performances across almost all assets classes. The JSE ALSI rallied 4.88% to end the year 10.52% up. Global markets (MSCI World) ended the year 24% higher than the year before. This came on the back of one of the longest bull-runs ever.

Download

September 2019 - Review of Quarter 2

The South African economy contracted 3.2% in the first quarter of 2019 – the biggest fall since 2009. This sharp decline, much deeper than expected, does not bode well for the country’s growth prospects and the economy’s capacity to create jobs.

Download

March 2019 - Review of Quarter 4

Twenty eighteen was certainly a year that investors would like to forget, with most assets globally (90%, according to Deutshce Bank) delivering negative returns.

Download

August 2018 - Review of Quarter 2

The South African equity market rebounded during Q2 as the ALSI delivered a positive 4.5% return. This performance was led by large-cap shares. The Top 40 delivered 6.2% for the quarter. Mid-cap (-7.2%) and small-cap (-4.5%) shares continued to decline, detracting from overall performance.

Download

February 2018 - Review of Quarter 4

The South African market (FTSE/JSE ALSI) continued to climb during the fourth quarter of 2017, setting a new high and reaching 61,298.60 at its peak. This increase translated into an overall 7.44% return for the quarter, of which the majority of the performance was experienced early on.

Download

August 2017 - Review of Quarter 2

The South African equity market moved sideways during Q2 in 2017 with the ALSI delivering a negative return of -0.39%. Local fixed-income markets took severe punishment during the final month of the quarter as returns across all fixed-income instruments, apart from shorter-term bonds, were negative.

Download

February 2017 - Review of Quarter 4

The South African economy rose by a disappointing 0.2% q/q in Q3 - well below market expectations for an increase of 0.6% q/q. This was largely due to a sharp decline in manufacturing activity (-3.2% q/q). Growth over the last year to end September 2016 rose by a modest 0.7%.

Download

Your Next Read

Receive the latest Glacier Insights delivered to your inbox


Please enabled javascript to view Glacier.