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Helfin Financial Services
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106 Nicolson Street, Brooklyn, Pretoria, 0181

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Monthly Market Thoughts – February 2026

Category: Monthly Posts

Monthly Market Thoughts – March 2026

Monthly Market Thoughts – March 2026

Equity markets around the world sold off sharply, as the Iranian war escalated. Brent crude prices skyrocketed after the Straight of Hormuz closed, threatening energy accessibility around the world and reviving inflation concerns. The dollar …

Read more"Monthly Market Thoughts – March 2026"
Monthly Market Thoughts – February 2026

Monthly Market Thoughts – February 2026

Global equities edged higher despite a large sell-off in the AI-themed stocks. Semiconductor companies continued to gain market share, while the software sector has taken the brunt of the market correction due to concerns around …

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Monthly Market Thoughts – January 2026

Monthly Market Thoughts – January 2026

Global equities gained in what was a very bumpy start to the year. Geopolitical tensions, tariff threats and concerns about Fed independence sent precious metals to record highs during the month. The Fed kept its …

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Monthly Market Thoughts – December 2025

Monthly Market Thoughts – December 2025

Global equity markets took their foot off the gas as the year came to an end. Developed market equities idled along, as the S&P 500 closed positively for the eighth month in a row. A …

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Monthly Market Thoughts – November 2025

Monthly Market Thoughts – November 2025

Global equity markets appear to be pausing the strong momentum that has been evident since Liberation Day. Despite robust earnings results in the US, concerns about high market valuations have led to some rotation into …

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Monthly Market Thoughts – October 2025

Monthly Market Thoughts – October 2025

Global markets rose to record highs on the back of US equities’ strong growth in a volatile month. Despite the US government shutdown and an escalated trade war with China, all three US indices closed …

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Monthly Market Thoughts – September 2025

Monthly Market Thoughts – September 2025

Global equities have continued to perform well in September, driving to new all-time highs during the month, with tech shares leading the way for the year, as the S&P 500 continues its upward trend. The …

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Monthly Market Thoughts – August 2025

Monthly Market Thoughts – August 2025

Global equity markets remained broadly positive in August. This occurs despite weaker-than-expected US job market figures, as well as a report released by the Massachusetts Institute of Technology (MIT) suggesting that artificial intelligence pilot programmes …

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Monthly Market Thoughts – July 2025

Monthly Market Thoughts – July 2025

Global equity enjoyed strong returns over the month, as all major developed market indices grew. Returns took a slight haircut in the closing days of the month, as the realities of the US tariffs came …

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Monthly Market Thoughts – June 2025

Monthly Market Thoughts – June 2025

Globally, markets performed well over the month. Despite the increased geopolitical tensions in the Middle East, rising policy risk and continued supply disruptions from tariffs, markets boasted strong growth. The price of oil rose, as …

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