Month in Review: August 2026

Global markets gained strongly in August 2026, supported by healthy corporate earnings and renewed technology demand. This monthly market review explores global equities, rising bond yields, inflation, the rand and South Africa’s resource-led JSE performance.

Higher Oil and Global Yields Shape the External Backdrop for African Investors

Higher oil, rising global yields and mixed European and Asian demand shape the external market backdrop for African investors and portfolios.

Lower Oil and Uneven Inflation Reframe the African Investment Outlook

African investors face divergent inflation trends as lower oil, resilient US growth and tighter global rate expectations reshape currencies and portfolios.

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