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Market and
investment insights

Find the latest news, updates and research from the world of investments to keep you informed of markets and economic developments.

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News & updates

Stay in the know with our up-to-date news and market commentaries.

Economies at a glance

South African National Budget 2026: A fiscal health check


February 2026

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Bluechip


Alternative sources of return



February 2026

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Bluechip


Shopping for a DFM



February 2026

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Economies at a glance

Washington’s pressure map




January 2026

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Economies at a glance




December 2025

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Cover Magazine


Multi-asset-class portfolios: A wise choice for withstanding market shocks



December 2025

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Economies at a glance

The year that was.




November 2025

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Bluechip 


Scaling new heights

Florbela Yates, Managing Director


October 2025

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Bluechip 

Enhancing your advice proposition


Methula Sikakana, Business Development Manager


October 2025

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Bluechip 

Not all DFMs are created equal –Why I rejoined the Equilibrium team

Carl Chetty, Head of Investment Proposition


October 2025

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Economies at a glance

Powering the future: Inside South Africa’s 2025 energy blueprint.


October 2025

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Blue Chip


The financial planning views of the youth.



October 2025

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Economies at a glance

Unlocking growth through tighter inflation control.


August 2025

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Economies at a glance

The Israel and Iran clash and its impact on the global economy.


June 2025

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Blue Chip


How having a bias affects your potential returns as an investor.


June 2025

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Fundhub


Using hedge funds to provide stability and returns to investors.


May 2025

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Cover Magazine


The power of understanding financial behaviour.


April 2025

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Economies at a glance

The public purse: South Africa's 2025/26 money map.


March 2025

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Economies at a glance

Understanding SA’s tax system: Who pays the bill?


February 2025

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Blue Chip Journal

Equilibrium Investment Management



February 2025

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Blue Chip Journal

Improved balance in your practice.



February 2025

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May
2026

Markets remained constructive in May as investors continued to price in geopolitical deescalation. The conflict surrounding Iran, however, remains highly volatile and lacks a clear, definitive end.

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April
2026

Markets soared to reach new highs in April, despite the ongoing geopolitical turbulence and inflationary concerns.



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March
2026

Markets experienced quite a sharp “risk-off” reversal in March, primarily driven by escalating conflict between the US, Israel and Iran, which dominated market sentiment and catapulted volatility.

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February
2026

Despite another season of strong earnings, equity investors continued to rotate out of megacap US technology stocks.


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January
2026

January was volatile for markets due to the US operation to remove Venezuelan President Maduro and Trump's threats to impose tariffs on European countries opposing his plans for Greenland.

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December
2025

December was a mixed month for global asset classes, with global equities proving resilient and still managing to deliver positive returns.


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November
2025

Global markets took a breather in November from the strong returns in previous months, closing broadly flat across the board.


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October
2025

Global markets continued to move higher in October, driven by robust economic growth and easing monetary policy.



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September
2025

September saw mostly positive returns across major asset classes as investor sentiment fluctuated between relief over stabilising inflation and anxiety over fragile global demand.

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August
2025

Despite continued tariff-related policy uncertainty and less positive US labour market news, global equities posted positive returns, supported by strong corporate earnings.

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July
2025

Investor sentiment improved in July as the political noise was toned down to a degree, with markets gaining more clarity regarding future US trade and fiscal policy.

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June
2025

Global financial markets navigated a volatile landscape shaped by the interplay of macroeconomic uncertainty, shifting tariff policies, and escalating geopolitical tensions during June.

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May
2025

Global markets expanded their recovery in May, building on the lows from April as trade tensions eased and consumer sentiment improved.


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April
2025

Market volatility continued in April as the implications of the United States (US) trade policy further impacted stocks, bonds and currencies.


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March
2025

Equity markets retreated in March amid rising tariff-driven economic concerns and escalating geopolitical tensions. US markets were down sharply at the start of the month before recovering some losses at the end of the month.

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February
2025

If we were to summarise February in one word, it would be uncertainty. And there is generally not much that markets dislike more than uncertainty, which was also reflected in returns for the month.

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January
2025

January ushered in a strong start to 2025 for investors, with global equities delivering positive returns led by European markets, which seem to have played catch-up after lagging for some time.

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Quarterly bulletin

We cover the latest developments in the investment landscape to help you answer clients' tough questions about the future of their portfolios.



May 2026

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Quarterly bulletin

We cover the latest developments in the investment landscape to help you answer clients' tough questions about the future of their portfolios.



February 2026

Click to watch webinar

Quarterly bulletin

We cover the latest developments in the investment landscape to help you answer clients' tough questions about the future of their portfolios.



November 2025

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Asset TV

Florbela Yates, MD of Equilibrium, joins the DFM Masterclass on Asset TV.





September 2025

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Quarterly bulletin

We cover the latest developments in the investment landscape to help you answer clients' tough questions about the future of their portfolios.



August 2025

Click to watch webinar

Quarterly
bulletin

We cover the latest developments in the investment landscape to help you answer clients' tough questions about the future of their portfolios.



May 2025

Click to watch webinar

Investment Forum 2025

Florbela Yates, MD of Equilibrium, presented on the topic ‘Think global, act rational: A look at home bias in portfolios’.




March 2025

Click here for the presentation

Quarterly
bulletin

We cover the latest developments in the investment landscape to help you answer clients' tough questions about the future of their portfolios.



February 2025

Click to watch webinar

Asset TV



Florbela Yates, MD of Equilibrium, joins the Investment Den on Asset TV.





February 2025

Watch here

Asset TV



Florbela Yates, MD of Equilibrium, talks about trends in the DFM Space in this ‘Outlook 2025’.




February 2025

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The Asset TV Audience Choice Awards

The Asset TV Audience Choice Awards celebrates the most watched conversations on @Asset TVSA across 15 different categories for retail and institutional audiences.

March 2025

Most watched person (Retail): Florbela Yates

Most watched: DFM Sessions

  • The winner in this category was the DFM Masterclass April 2024. Nomathamsanqa Khoza from Equilibrium was part of the panel. Click here to watch the session.
  • The runner up was the DFM Masterclass November 2023 with Florbela Yates (Equilibrium). Click here to watch the session.
  • Third was the Outlook 2024 DFM Panel featuring Rupert Giessing (Equilibrium). Click here to watch the session.

March 2024

  • Most watched: Investment Den
  • Most watched: DFM Sessions
  • Most watched: Person (Overall)

Florbela Yates, Head of Equilibrium, was recognised as the "Most Watched Person (Overall)" at the awards. She was also part of a panel that won the award for "Most Watched: Investment Den", as well as "Most Watched: DFM Session".

February 2023

  • Most Watched: DFM Session

Florbela Yates, Head of Equilibrium, won in the category "Most Watched DFM Session". She was part of a panel session about "Asset Allocation". 

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Asset TV

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Watch our latest videos with Florbela Yates on Asset TV.

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