Investor confidence rebounded in Q3 2024, driving net inflows of R42.3 billion into South Africa's Collective Investment Schemes industry. Assets under management grew 4.3% to R3.80 trillion, supported by improved sentiment, favorable reforms, and strong equity performance despite investor caution.

Estate Agents welcomed the South African Reserve Bank’s decision to cut interest rates by 25-basis points recently, but they hope it is the first step of many which will help push the market to recovery.

Johann Els, Chief Economist at Old Mutual Group, predicts that headline inflation, which stood at 3.8% in September, will drop sharply to around 3% and could potentially dip further to 2.9% or even 2.8%. This anticipated decrease represents a significant turning point, potentially marking the lowest inflation rate observed in the current cycle.

Izak Odendaal, Investment Strategist at Old Mutual Wealth, reflects on the global and local economic impacts of the recent US election. He highlights key uncertainties, potential policy shifts, and their implications for South African markets, emphasising the importance of patience, diversification, and a focus on economic fundamentals in the coming years.

Schroders' October market review highlights equity declines, Japan's standout performance, and fixed income retreat. Key themes include geopolitical uncertainties, shifting inflation dynamics, and sectoral impacts, while commodities, digital assets, and global economic trends offer nuanced insights into volatile market conditions.

Citadel foresees continued sticky inflation, a strengthening dollar and strained global trade relations as a result of Donald Trump’s proposed ‘America First’ protectionist policies.