Equilibrium logo
close notes
A 3D silhouette of a black head with a red gear.

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.

EQUILIBRIUM FREQUENCY

Podcasts

INVESTMENT INSIGHTS

News & updates

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

Economies at a glance

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


March 2025

View publication

Economies at a glance

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


February 2025

View publication

Blue Chip Journal

Equilibrium Investment Management



February 2025

View publication

Blue Chip Journal

Improved balance in your practice.



February 2025

View publication

Economies at a glance

Here is a highlight of key economic and political events taking place in 2025.


December 2024

View publication

Trump's comeback:
An analysis of the US election

In this video, the economic research desk offers an analysis of the United States election held on 5 November 2024.

Watch here

Cover Magazine


The key factors that matter to financial advisers.


October 2024

View publication

Cover Magazine


The Equilibrium effect: Women at the helm of the industry.


August 2024

View publication

MoneyMarketing


Beyond traditional investments: Strategies for diversification


July 2024

View publication

SA's new Cabinet

An infographic outlining SA’s new Cabinet under the government of national unity arrangement.

July 2024

View publication

Blue Chip Journal

The power of balance in your advice practice.



June 2024

View publication

MoneyMarketing


When selecting a DFM, make sure you do it for the right reasons



May 2024

View publication

Blue Chip Journal

Removing the jargon from your investment goals.



May 2024

View publication

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.

Read more

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.

Read more

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.

Read more

December
2024

December saw a volatile end for markets for 2024, and a bittersweet ending for global equities. The Fed lowering interest rates by 0.25% unnerved markets as the S&P 500 fell by its second steepest day of decline in 2024.

Read more

November
2024

SA’s inflation slowed for the fifth month in a row to 2.8% as at the end of October (year-on-year), compared to 3.8% in September strengthening the case for further interest rate cuts by the SARB.

Read more

October
2024

October was a volatile month for markets, with global equities moving lower after a strong rally during the first nine months of the year.


Read more

September
2024

As anticipated, the US Federal Reserve joined other central banks in cutting lending rates, paving the way for the SARB to resume its interest rate cutting cycle by 0.25%.

Read more

August
2024

August was an eventful month for investors. Inflation slowed more than expected, paving the way for the South African Reserve Bank to start its rate cutting cycle in September.

Read more

July
2024

The SARB’s monetary policy committee (MPC) kept the repo rate unchanged for the seventh consecutive meeting at 8.25%.


Read more

June
2024

As we pass the halfway point of the year and reflect on market-related developments during the first six months, we seem no closer to having answers to the same questions we had at the beginning of the year.

Read more

May
2024

After a month filled with election-associated volatility, local equities (Capped SWIX) generated positive returns, while local bonds (ALBI) followed global bond markets higher.


Read more

April
2024

April was a tough month for both global equity and fixed income markets. Things looked a bit better with local equities outperforming global equity markets for the second consecutive month.


Read more

March
2024

The global interest rate landscape remained a glaring factor as it became evident that the path of interest rate cuts would not be as smooth as initially priced in.


Read more

February
2024

Global equity markets continued their positive momentum, with the MSCI All Countries World Index (ACWI) returning 4.3% in US dollar (USD) terms.



Read more

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

Watch here

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 2024

Click to watch webinar

Asset TV



Florbela Yates, MD of Equilibrium, joins this masterclass to discuss discretionary fund management.




October 2024

Watch here

Quarterly bulletin

We cover the SA listed property fundamentals and address the question whether it is time to start allocating to the sector.



August 2024

Watch here

Blue Chip Journal

Florbela Yates joins a round table discussion and they answer the question of "how and why a financial planner should use a DFM".




July 2024

Watch here

Asset TV

Nomathamsanqa (Thami) Khoza, portfolio manager at Equilibrium, joins this masterclass to discuss discretionary fund management.




May 2024

Watch here

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 2024

Watch here

Citywire

Should DFMs standardise disclosure of fees and performance?




April 2024

Watch here

Citywire

What is a DFM’s real value proposition?





April 2024

Watch here

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". 

View archive

Want to know more?

Contact us for enquiries, interviews, events and appearances from any
one of our expert team members.

Download brochure
Contact us

Asset TV

A white women dressed in red facing right and smiling.

Watch our latest videos with Florbela Yates on Asset TV.

View More

We use cookies to optimise the user experience of our website. Want to know more? Read our Privacy Notice.

To enhance your user experience on our site, learn more about our supported browsers

Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice.