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.

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.

Mark Lacey, Head of Thematic Equities at Schroders, argues that despite short-term political uncertainties, the long-term growth outlook for renewable energy remains robust, driven by technological advances, global demand, and competitive positioning against fossil fuels.

Morgan Stanley is now the new sub-investment manager of the Ashburton Global Leaders Equity Fund - the cherry on top of the fund’s 10-year birthday cake and already strong performance track record.

With a popular vote win and control over Congress, Trump returns with both the authority and experience to implement significant changes. Unlike his previous term, he is now positioned to push for more decisive policy shifts, supported by a strong VP and allies like Elon Musk and Vivek Ramaswamy.

Linda Eedes and Wim Murray from Foord Asset Management provide a cautiously optimistic outlook on South Africa's economic environment and local equities, noting the impact of political stability, improved energy reliability, and economic indicators trending favourably in 2024.