Everything you need to know about the markets this week
Weekly opportunities podcast EP 43
This week we cover more US earnings and focus on Palantir. We also cover some of the AI trends and the recent sell off. On the local front Optasia listed this week, then what to expect next week as well as Chantal's stock pick.
10 November 2025
Unit Trusts
Insights into the performance of managed share portfolios & unit trusts
06 November 2025
Managed Share Portfolio's
Insights into the performance of managed share portfolios & unit trusts
06 November 2025
Trade Ideas
Local Trade Idea: Investec (INL) - BUY
We initiate a long position with a target price of R149 and recommend a stop-loss at R123.
04 November 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 42
03 November 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 41
27 October 2025
Economics weekly
Global economic growth outlook stays subdued amid policy adjustments
The International Monetary Fund's (IMF) October 2025 World Economic Outlook (WEO) provided marginal updates to global growth forecasts but continued to stress the need for coherent policy. This will be a challenge for many countries as they try to navigate the reconfiguration of political and trade relations, deepening defence vulnerability, advancing climate change, as well as financial market turbulence. For emerging markets, pressing near-term issues could affect the speed of reforms. The temptation to employ far-reaching industrial policies will be profound, but policymakers are encouraged to consider its tools carefully - upholding longer-term efforts of stabilising macroeconomic balances and building buffers. We summarise below.
24 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 40
This week we cover the start of US earnings season as well as the latest trade war concerns. We also cover latest news on the JSE as well as Chantal's stock pick for the week.
20 October 2025
Investment Insights
Risk versus reward - Tips for every investor
Every investment decision you make involves a delicate balance between risk and reward. This fundamental principle can significantly influence your financial future and determine whether your investment goals become a reality or remain out of reach. Understanding the relationship between risk—the potential for loss—and reward—the potential for gain—is crucial for any investor seeking long-term financial success
15 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 43
10 November 2025
Managed Share Portfolio's
Insights into the performance of managed share portfolios & unit trusts
06 November 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 42
03 November 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 41
27 October 2025
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable. Still, it is not guaranteed for correctness, completeness or otherwise. We do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein, irrespective of whether there has been any negligence by us, our affiliates or any other employees of ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
