Monthly Market Highlights – January 2024

The South African Reserve Bank kept interest rates unchanged for the fourth consecutive meeting of its Monetary Policy Committee, mirroring similar decisions made by the US Federal Reserve, European…

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January 2024 Economic Review

At the start of 2024, the recovery in the global economy continued to be evident, although it was generally uneven across different regions. The International Monetary Fund (IMF) has projected a soft…

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Decoding the Political Puzzle with Frans Cronje

Frans Cronje sheds light on the provincial political stats, public opinion on coalition options and stability post the 2024 election, long-term protest trend lines, the historical links between…

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Graviton Capital Clarity 2024 Asset Manager Survey

We surveyed 20 South African asset managers during January 2024, who represent multiple asset classes, philosophies, and styles. Were the results aligned with current trends?

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