GTC EB Trendline – March 2017
Global: Growth returns A strengthening global economy, coupled with the potential pro-growth effects of President Trump’s fiscal stimulus plans, continued to drive markets in the first quarter of 2017. Global equities performed strongly with the MSCI World Equity Index returning 6.53% in Dollar terms. Likewise the MSCI Emerging Markets Index provided robust returns over the quarter returning a spectacular 11.49% in Dollar terms. Unfortunately this stellar performance did not translate into our local equity market which was beset by controversial political developments. Global bond markets were impacted by the Federal Reserve’s widely anticipated decision to raise interest rates by 0.25% in March, as well as an indication from the European Central Bank that it foresaw less need for an accommodative policy going forward but that it would maintain the current stimulus package until the end of 2017. What became evident... Read More
GTC WM Trendline – March 2017
Global: Growth returns A strengthening global economy, coupled with the potential pro-growth effects of President Trump’s fiscal stimulus plans, continued to drive markets in the first quarter of 2017. Global equities performed strongly with the MSCI World Equity Index returning 6.53% in Dollar terms. Likewise the MSCI Emerging Markets Index provided robust returns over the quarter returning a spectacular 11.49% in Dollar terms. Unfortunately this stellar performance did not translate into our local equity market which was beset by controversial political developments. Global bond markets were impacted by the Federal Reserve’s widely anticipated decision to raise interest rates by 0.25% in March, as well as an indication from the European Central Bank that it foresaw less need for an accommodative policy going forward but that it would maintain the current stimulus package until the end of 2017. What became evident... Read More
The ONE Minute Brief – 19 April 2017
The GTC ONE Minute Brief covers the following topics: Economic and Political News Major South Africa Corporate News Major Global Economic News Technical Snapshot Download the full GTC ONE Minute Brief.