September 2026: A month of shifting markets, political uncertainty and economic pressure. Oil above $100 a barrel and changing interest-rate expectations keep global markets on edge, while South Africa faces subdued growth and inflation pressures. Yet there are reasons for optimism: strong agricultural exports, accelerating retail sales and a profitable Transnet. Read the full September Monthly Report for the key developments, numbers and insights you may have missed.

From AI's extraordinary investment boom to volatile oil and gold markets, August showed how fast the global landscape can shift. Locally, South Africa navigates stubborn unemployment, inflation risks and municipal challenges, alongside opportunities in infrastructure, tourism reform, agriculture and new export markets. Our August 2026 Monthly Report unpacks the key developments shaping markets and the investment environment — and what investors should watch next.

Renewed US–Iran conflict rattled oil markets and stoked inflation fears in July, while a hawkish new Federal Reserve chair reshaped rate expectations. In South Africa, Ramaphosa temporarily halted his impeachment inquiry, xenophobic tensions flared, and Eskom hit a near-decade generation milestone. This month's report unpacks the events shaping markets — and what they could mean for investors going forward.