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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.


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.


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.


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.


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.


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.


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%.


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