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Climbing a “Wall of Worry” on an Unstable Footing

Climbing a “Wall of Worry” on an Unstable Footing

by O'Hagan Attorneys | May 7, 2026 | Market Update, Saving & Investing

“Markets don’t rise on euphoria; they scale the wall of worry.” (Michael Arone) Why US equities keep rising as warships gather Despite the outbreak of war in late February, US equities have shown remarkable resilience, with the S&P 500...
Geopolitical Tensions and Your Investments

Geopolitical Tensions and Your Investments

by O'Hagan Attorneys | Apr 2, 2026 | Market Update, Saving & Investing

Recent developments in the Middle East have once again brought global uncertainty into focus. With oil prices rising sharply, there is concern about the potential impact on inflation, interest rates and economic growth particularly for emerging markets such as South...
Market Update: The Investor Costs of Living with Unending Tariff Uncertainty

Market Update: The Investor Costs of Living with Unending Tariff Uncertainty

by O'Hagan Attorneys | Mar 9, 2026 | Market Update

“We use the term risk all too casually, and the term uncertainty all too rarely.”( John Bogle) Investors are living through a perma-crisis in which the goalposts have shifted repeatedly, nowhere more so than in US trade policy. Trump’s on-again, off-again tariff...
Market Update: November Delivers Several Early Gifts for SA Investors

Market Update: November Delivers Several Early Gifts for SA Investors

by O'Hagan Attorneys | Dec 8, 2025 | Economy, Market Update

Just in time for the festive season, November 2025 brought the economic gifts South African investors had long anticipated. In a series of positive developments, the country achieved its first sovereign rating upgrade in two decades, set its first monetary policy...
Mid-Year Market Check-in: From Tariffs to the Brink of War and Back

Mid-Year Market Check-in: From Tariffs to the Brink of War and Back

by O'Hagan Attorneys | Jul 3, 2025 | Market Update

2025’s perfect storm began with President Trump exhibiting his trademark unpredictability, announcing sweeping tariffs that sent markets into a tailspin in April.  When tariff fears peaked in April, the S&P 500 sold off as much as 17.8%, while the Nasdaq suffered...
Mid-Year Market Check-in: From Tariffs to the Brink of War and Back

Market Update: Trump 2.0 – A Bumpy Ride so Far

by O'Hagan Attorneys | Feb 6, 2025 | Market Update

January has been a volatile month for global and SA equities. Stock markets experienced a “Trump bump” after his inauguration on January 20, driven by expectations of market-friendly policies. However, equities retreated to end the month with modest gains...
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