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,…
Considered analysis of the markets and economies our clients invest in, and what the structural forces shaping them mean for long-term investing.
Global equity markets recovered well after a difficult first quarter, delivering their best quarter since 2020. Investor confidence held up better than many expected,…
Expectations heading into 2026 were for a relatively positive environment, and January and February delivered on this, with solid gains across most asset classes.…
Global markets: a strong finish to 2025 Global markets ended 2025 on a strong note, delivering another year of solid returns despite ongoing economic,…
In the third quarter of 2025, South African markets experienced unexpectedly strong gains due to a growing sense of optimism locally. At the same…
What happened in the first quarter? Since the start of 2025, financial and economic developments have been centred on just one global political figure:…