Global Market Overview | July 2025

Global Markets Overview | July 2026

Global markets stumble in July as renewed US-Iran hostilities collide with AI valuation reset and Fed hawkishness

Market Overview - May 2026

Global markets extend gains in May as oil retreats from wartime highs, but ceasefire fragility keeps risk appetite in check.

Investing with Purpose: Opening Doors to Opportunity Through Education

At Ashburton Investments, we believe that capital has a role to play beyond financial returns. It has the power to create opportunity, unlock potential and...

Global markets’ stellar recovery stumbles amid renewed uncertainty over Middle East tensions

April delivered a powerful reversal of March's losses, as global equity markets staged one of their strongest monthly rallies in recent years.

Global markets stellar recovery stumbles amid renewed uncertainty over Middle East tensions

April delivered a powerful reversal of March's losses, as global equity markets staged one of their strongest monthly rallies in recent years.

Global markets navigate turbulent March amid Middle East crisis| March 2026

March proved to be one of the most volatile months for global equity markets in recent years, as escalating conflict in the Middle East involving the United...

How Ashburton’s Targeted Return Fund delivers on capital preservation in volatile times

One of Ashburton Investments’ key multi-asset funds, the Targeted Return Fund, delivered a robust 12-month return of 22.58%, outperforming its CPI + 3.5%...

How Ashburtons Targeted Return Fund delivers on capital preservation in volatile times

One of Ashburton Investments key multi-asset funds, the Targeted Return Fund, delivered a robust 12-month return of 22.58%, outperforming its CPI + 3.5%...

Global Market Overview | February 2026

February delivered divergent returns across global equity markets (MSCI World Index: +1%) with emerging markets (MSCI Emerging Markets Index: +6%) once again...

South Africas 2025 bond rally may be masking deeper growth risks in 2026

South African bonds have had an exceptional year, but investors should not conflate the supportive impact of favourable commodity and global tailwinds with...

Global Leaders Equity Fund | Q4 2025

The Fund delivered +0.04% in December and -3.51% in the fourth quarter, versus +1.04% and +3.29%, respectively, for the MSCI World Index. At the start of the...

Global Market Overview | January 2026

The first month of the new year was dominated by headlines surrounding geopolitical tension between the United States (US) and several nations as well as a...

Global Equity Growth Fund | Q4 2025

Global markets rose by 3.3% in the final quarter of the year. This was despite the longest US government shutdown in history and a softer US job market. The...

2025 Market Overview-the year that was

Uncertainty was among the top contenders for the word of the year in financial market circles in 2025, reflecting just how often the term was used in...

Global Market Overview | November 2025

Global markets were mixed in November (MSCI World Index: +0.3%, MSCI Emerging Markets Index: -2.4%) as heightened volatility permeated through the equity and...

Black Friday: 4 Shopper Types and the Habits That Can Help Them Get Ahead

We all love a good deal, but how we spend says a lot about our financial habits and what we ultimately need to do to make the most of our opportunities in life.

Global Leaders Equity Fund | Q3 2025

In September, the Fund returned -2.01%, while the MSCI World Index returned +3.62%. The Fund returned -3.43% for the third quarter (Q3) versus +7.62% for the...

Three financial planning myths you probably still believe

We get it. "Financial planning" is a term that sounds like it belongs in a wood-panelled office, reserved for people who have already "made it." If you're in...

Vanessa Pillays inspiring journey in the asset management industry

Vanessa Pillays inspiring rise in asset management shows how authenticity, resilience and mentorship are reshaping leadership in South Africas financial sector.

Global Market Overview | October 2025

Global markets maintained positive momentum over the month of October (MSCI World Index: +2.0%) with emerging markets (MSCI Emerging Markets Index: +4.2%)...

Global Equity Growth Fund: Q3 2025

The third quarter of 2025 ending 30th September was strong for global markets continuing the positive momentum which began in mid-April, boosted by tariff...

Global Market Overview | September 2025

Global equities maintained positive momentum in September (MSCI World Index: +2.5%) with emerging markets taking the lead (MSCI Emerging Market Index: +5.5%)...

Switching from JIBAR to ZARONIA: Key Information

As part of South Africas shift to safer, more transparent benchmark rates, the Johannesburg Interbank Average Rate (JIBAR) will be replaced by the South...

Global Market Overview | August 2025

Financial markets performed well in August despite a cautious underlying tone across global markets. Investors continued to monitor ongoing tariff...

Global Equity Growth Fund: Q2 2025

The second quarter of 2025 was strong for global markets. Starting off on a negative note with the announcement of President Trumps Liberation Day tariffs,...

How South Africa can achieve a savvier savings and investment culture

Its the ideal time for retail investors to tap into the rise of highly skilled independent financial advisors (IFAs) .

Institutional capital supports early childhood development centres

With more than 80% of South African Grade 4 learners unable to read for meaning in any language, the country is facing a deepening early literacy crisis that...

Global Market Overview | June 2025

Despite ongoing waves on uncertainty, the recovery from the lows seen in April following President Donald Trumps Liberation Day continued into the month of...

Ashburton Investments’ Core Plus Income Fund – another success story from the fund manager

Ashburton Investments’ fixed income team is achieving standout results – and helping investors achieve better liquidity in the process.

Ashburton Investments Core Plus Income Fund another success story from the fund manager

Ashburton Investments fixed income team is achieving standout results and helping investors achieve better liquidity in the process.

Global Market Overview | May 2025

Despite ongoing waves on uncertainty, the recovery from the lows seen in April following President Donald Trumps Liberation Day continued into the month of...

Global Market Overview | April 2025

Global markets experienced an extremely turbulent month, with volatility and uncertainty rising to unprecedented levels amid escalating trade tensions between...

Global Market Overview | March 2025

Global markets grappled with heightened uncertainty during March amid escalating tariff talks, United States (US) growth fears, and unprecedented policy...

Global Market Overview | February 2025

Global markets delivered a mixed performance in February (MSCI World Index: -0.7%, MSCI Emerging Market Index: +0.5%), with heightened political and economic...

Ashburton Investments signals optimism at recent client roadshow after announcing partnership

Ashburton Investments is entering a new chapter in its "Fully Invested" evolution with its recent client roadshow and after having announced a partnership...

Ashburton Investments has a new look.

Weve made a small change to our logo. Well, a whole lot of small changes actually. And some to our corporate colours, typeface and layouts, too. In fact, when...

Budget Speech 2025 commentary

The 2025 South African budget speech is set to be a defining moment for the country, outlining the governments fiscal strategy in a challenging economic...

Podcast | Marking three years of Equity success

The Ashburton Equity Fund celebrates three-year wins under the new teams management. 1 October 2024 marked the third anniversary of our teams management of...

Our experts discuss the Ashburton Money Market Fund in depth

The Ashburton Money Market Fund...

The Ashburton Equity Fund celebrates three-year wins under the new teams management

1 October 2024 marked the third anniversary of our teams management of the Ashburton Equity Fund. It is common to celebrate birthdays, anniversaries, and...

The Ashburton Equity Fund celebrates three-year wins under the new team’s management

1 October 2024 marked the third anniversary of our teams’ management of the Ashburton Equity Fund. It is common to celebrate birthdays, anniversaries, and...

Ashburton and FNB Wealth and Investments announce partnership with Morgan Stanley Investment Management

Ashburton Investments and FNB Wealth and Investments today announced a partnership with international investment powerhouse Morgan Stanley Investment...

Advancing Namibia's Sustainable Future

Ashburton Namibia is proud to play a pivotal role in advancing sustainable initiatives through our involvement with Khomas Solar Saver (Pty) Ltd, a private...

Global Market Overview | August 2024

August was characterised by heightened volatility, with global equities seeing erratic movements early in the month before gaining some stability and locking...

Global Market Overview | July 2024

Global markets delivered a sombre performance in July (MSCI World Index: -0.1%, MSCI Emerging Markets Index: -1%) as investors continued to assess key areas...

Global Market Overview | June 2024

Global markets maintained upward momentum in June (MSCI World Index: 2.3%, MSCI Emerging Markets Index: 3.5%), with emerging markets stepping into the...

Ashburton supports the Impilo Collection Foundation

Ashburton supports the Impilo Collection Foundation by donating fees earned on 28 June to a worthy cause

Global Market Overview | May 2024

Global markets staged a recovery in May (MSCI World Index: 3.8%, MSCI Emerging Markets Index: 1.4%) amid an improvement in the risk environment with developed...

Global Market Overview | April 2024

Global markets hit a stumbling block in April (MSCI World Index: -2.4%, MSCI Emerging Markets Index: +1.2%) with developed markets seeing a large sell-off...