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Market Insights

Considered analysis of the markets and economies our clients invest in, and what the structural forces shaping them mean for long-term investing.

Latest

Topline Quarterly Review: Q2 of 2026

Global equity markets recovered well after a difficult first quarter, delivering their best quarter since 2020. Investor confidence held up better than many expected,…

Hayley Walker 22 Jul 2026 6 min

Topline Quarterly Review: Q1 of 2026

Expectations heading into 2026 were for a relatively positive environment, and January and February delivered on this, with solid gains across most asset classes.…

Hayley Walker 29 Apr 2026 7 min

Topline Quarterly Review: Q4 of 2025

Global markets: a strong finish to 2025 Global markets ended 2025 on a strong note, delivering another year of solid returns despite ongoing economic,…

Sunél Veldtman 27 Jan 2026 5 min

Topline Quarterly Review: Q3 of 2025

In the third quarter of 2025, South African markets experienced unexpectedly strong gains due to a growing sense of optimism locally. At the same…

Sunél Veldtman 28 Oct 2025 6 min

Topline Quarterly Review: Q1 of 2025

What happened in the first quarter? Since the start of 2025, financial and economic developments have been centred on just one global political figure:…

Sunél Veldtman 25 Apr 2025 6 min
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