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Markets & Investments: A Year of Resilience

2025 turned out to be a good year for investors. Most major investments, from shares to gold, grew steadily. Companies reported strong profits, and technology continued to play a big role in driving growth.

Globally, three big trends stood out:

  • Technology boom – Artificial Intelligence helped businesses work smarter and faster.
  • Energy shift – Countries invested more in clean energy and resources.
  • Global stability – Despite some political tensions, trade and supply chains adapted well.

In South Africa, things improved too. Inflation dropped to around 3%, interest rates came down, and the economy grew slowly but steadily (GDP growth hovered around 1.5–1.9%). The new Government of National Unity gave markets confidence, and the Rand strengthened in the year.

South African Highlights

  • Tourism Comeback – International arrivals exceeded 2019 levels, signalling a strong recovery.
  • Retail Boom – Black Friday 2025 set new records, reflecting improved consumer confidence.
  • Energy Stability – Load shedding eased significantly, thanks to private sector participation

                                                                                              SA Tourism arrivals

Culture & Sport: Reasons to Celebrate

South Africa shone brightly on the global stage:

  • Springboks dominated the Quilter Nations Series, including a record win over Wales.
  • Proteas clinched the World Test Championship title.
  • Comrades Marathon saw Tete Dijana claim his third victory.
  • Cape Town was crowned World’s Best City by Time Out.

Looking Ahead

As we step into 2026, we remain optimistic. Global innovation, local resilience, and a renewed sense of unity position us for exciting opportunities.

Ninety One Fund Managers see the 4 big themes for 2026 to be:

Fragmented politics – globally, politics is becoming more polarising and countries are deglobalizing and looking to protect themselves

Lower inflation – opportunities to lower interest rates, increase growth and stabilize debt

AI -continues to be a key global theme

South Africa’s improving narrative – better financial positions, attractive to global investors, off the grey list and local government elections should drive a renewed focus on service delivery

Our focus remains on safeguarding and growing your wealth while embracing the trends shaping tomorrow.

Thank you for your continued trust and partnership. Here’s to a prosperous and joyful year ahead!

Regards
Apex Private Wealth Team