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Trading 101

The contrasting dynamics in global markets remain stark. Tech and AI stocks continue to defy global headwinds, with companies in the S&P 500 reporting record
When it comes to investing, two main approaches dominate: active management, which aims to outperform the market average, and passive investing, which seeks to match
There’s plenty to unpack in our mid-May market wrap. AI doomsayers are growing louder, while the fallout from the Strait of Hormuz saga is still
Self-directed retail investors choose to invest in global and local equity markets for various reasons. Whether that goal is building generational wealth, retiring comfortably, or
While markets have climbed to record highs on the back of tech earnings momentum and hopes for a US-Iran peace deal, seasoned investors are spotting

Clarity on markets While markets are looking through the current Middle East conflict to take a more constructive view on long-term growth, Goldman Sachs is

In the volatile world of stock trading and investing, having the right downside risk protection can often mean the difference between a contained loss and

In a world where trading platforms like Clarity, by Investec make it quick and easy for DIY investors to get their share of the market,

If you’ve ever seen the same share traded on the JSE and the London Stock Exchange (LSE), for example, it’s not a glitch, and you’re
Markets are bracing for turbulence as geopolitical tensions, particularly the conflict involving Iran, amplify inflationary risks, pressure global supply chains, and weigh on business confidence.
Markets have begun to take a more optimistic view as the war in the Middle East draws to a close and the subsequent energy crisis
The South African Reserve Bank has increased the Single Discretionary Allowance (SDA) from R1 million to R2 million per calendar year. This means you can
Everyone loves a VIP invitation to get the inside track on an exclusive offer or event. Well, stock investors are no different; a rights offer
While buying signals are flashing for US equities, investors will need to navigate an economy increasingly under threat from inflation and the potential for stagflation
The conflict in the Middle East continues to affect everything, from economic and company growth to global supply chains, input costs and investor confidence. The
In the world of DIY investing, penny stocks are often viewed as the ultimate opportunity to bag a 10x-er – that one stock that increases
Markets are currently caught between geopolitical gloom and technological boom. While BCA Research warns of a potential pandemic-style shutdown if tensions in the Middle East
The global financial market never sleeps – somewhere in the world, there is a stock market that is open for trading – and market opportunities
Apollo is warning that concentration risk is rising in the already top-heavy S&P 500, with expected AI and tech IPOs later this year set to
Head-spinning is the best way to characterise markets since the US and Israel attacked Iran. Wild swings in the oil price, mixed messages from the
While the world worries that the Middle East conflict could escalate into a world war, for now, financial markets are primarily concerned about its impact
The escalating Iran–US–Israel conflict has heightened geopolitical risk in the Middle East, triggering direct military strikes and retaliatory attacks and exposed strategic chokepoints such as
The global market is currently navigating a high-stakes rebalancing as a staggering $646 billion AI capex boom clashes with "GFC 2.0" warnings from industry titans
The gold price passed through $3,000/oz in March 2025 as US tariffs were announced. The precious metal then broke through the $4,000 barrier in October
While expected earnings are generally priced into a share price before a company reports, any gap between what the market expects and the actual results
The AI growth engine narrative continues to give way to the AI scare trade, with contagion rapidly spreading to new sectors. We’re seeing a rotation
The latest risk to equity returns is systemic selling pressures from trend-following algorithmic funds. This latest development adds to further AI concerns, as the insurance
For the past decade, tech stocks that make up the Magnificent 7 have attracted substantial chunks of investor capital by delivering high growth and, in
In a classic tale of two halves, the global tech market is currently defined by AI-driven consolidation in the West and regulatory volatility in the
Precious metals are on a tear at the moment, with gold the standout performer, rising hitting a new all-time high above $5300/oz as investors look
The global investment landscape is currently witnessing a striking geopolitical shift, as European investors begin voting with their feet by diversifying away from US equities
While index investing is generally considered a good diversification strategy because it spreads investments across different assets, industries, and regions, the specific composition of the
With all eyes on Davos as global leaders meet at the World Economic Forum, US President Donald Trump continues to reshape the established world order.
As we kick off 2026, a potent mix of state-led growth, technological advances, a commodities super cycle, and structural reforms are reshaping the global investment
Where 2025 marked an acceleration in spending, 2026 is proving to be the year of AI integration, and its consequences. While Big Tech is making
In a country where the savings rate is very low and only about 6% of South Africans can afford to retire and maintain their current
Information is the lifeblood of every informed investment decision, which is why astute stock investors scour through quarterly and annual financial reports and other sources
Work your way through this reading list to build a strong mental foundation and empower yourself to navigate market volatility and avoid common pitfalls. It’s
Market sentiment for 2026 is coalescing around a "pivot to value" as global inflation pressures finally peak and central banks signal a steady, albeit cautious,
Strategic AI interests are shaping the geopolitical and business landscapes, driving focused investments and literal power plays. A growing, high-spending crypto-wealthy consumer segment is proving
Investing offshore is not only a good idea to access a broader opportunity set and diversify a portfolio across different geographies, sectors, and themes, but
As fears of an AI bubble eased, US stocks staged a rally to kick off Thanksgiving week, led by tech stocks, and optimism over a
With fears about an AI bubble spurring a sell-off, strong figures from the sector juggernaut were needed to quell nerves, and Nvidia delivered again! As

Let’s be honest, everyone loves preferential treatment, whether it’s priority boarding for a flight, VIP treatment at your favourite band’s concert, or a complimentary upgrade

Risk appetite roared back this week and the market gained momentum as Washington made a breakthrough in ending the record shutdown. Wall Street shook off

The AI arms race is driving billions in deals for chip access, with the US and China going head to head for global dominance! While
All the talk is about tech. Despite growing concerns of an AI bubble, the sector is buzzing with activity, with M&As, industry collabs, IPOs and
In February 2023, the Financial Action Task Force (FATF) added South Africa to its grey list. This decision from the global watchdog for financial crime
Real estate is a popular investment option among retail investors as this asset class offers reliable long-term returns and good diversification within a portfolio, but
All factors point to a sustained bull run, with robust global growth, subdued inflation, pending interest rate cuts, and a strong earnings season in the
With earnings season here amid global uncertainty and “frothy markets”, investors are taking a more cautious tone toward key sectors and dip buying, with safe
As the year winds down, South African traders and investors have a golden opportunity to finish strong. December often brings sharper price moves, renewed optimism,
DIY investors can utilise inverse ETFs to profit from market declines or hedge against portfolio losses. They also offer an alternative to traditional short selling,
US market optimism is hitting extremes, even as a $16 trillion surge in the S&P 500 sparks "bubble trouble" fears, particularly around AI infrastructure debt
Monthly income ETFs are a carefully curated basket of income-generating investments, such as dividend-paying stocks, bonds, real estate investment trusts (REITs), and other securities, all
In a largely unexpected twist, US stocks continue to outperform global markets despite the tariff chaos, as solid growth and Fed rate cuts provide support.
For South African DIY investors looking to diversify beyond our borders, the United Kingdom (UK) market offers compelling opportunities that deserve a spot in your
While many South Africans put off investing until they have a significant lump sum ready to deploy into the market, the most effective approach is
Rate cut fever is turning up the temperature on US markets, which continued to notch up fresh record highs. The S&P 500 smashed through 6,600
With reporting season in full swing in SA and abroad, markets remain fluid as companies report earnings and provide outlooks. Market volatility took centre stage
All signs point to a Fed rate cut, from a looming payroll downgrade that could wipe nearly a million jobs off the books to Wall
For DIY investors looking for diversification away from the US market, Europe offers a compelling value proposition: access to a mature, stable economic bloc that's
While the US is showing signs of a supportive environment for stocks (the AI theme remains strong) and business acquisitions, China continues to attract significant
Exchange-traded funds (ETFs) have become a popular investment option for gaining broad exposure to various stocks and assets across both local and global markets. These
The exciting and volatile world of cryptocurrency investing has piqued the interest of many DIY investors and traders, as the ability to speculate on wild
An ETF is a type of investment fund and exchange-traded product that holds a collection of assets, such as stocks, bonds, commodities, cryptocurrencies or other
China’s stock market is making the right moves as global dynamics shift. The country is trying to fix its stock market, where a new rally
DIY investors can add additional diversification benefits and more aggressive or longer-term return profiles by including alternative investments, such as crypto, private equity, and hedge
When you hear the words “margin trading,” it might sound like something best left to financial pros in glass towers. But with the right tools,
Markets continue to send mixed signals. While threats of a pullback loom, the S&P continues to trade near record highs, the dollar is strengthening and
Market developments in recent weeks highlight a significant divergence in key sectors. The AI sector continues its impressive growth, while broader US economic signals are
Trading can feel complex when you’re just starting out, but understanding one small concept - spread - can make a big difference in how confident
Within this world, socially responsible investing (SRI), impact investing, sustainable investing, and responsible investing are often used interchangeably, but they can have distinct differences in
While perusing the extensive lists of stocks available on the Clarity, by Investec platform, you may notice that some shares are available as either Class
Samsung's $16.5 billion AI chip deal with Tesla sparked a jump in tech stocks, with semis leading the charge. In contrast, beer brewers and Whirlpool
Ambitious DIY investors who want to amplify their gains have a powerful tool in their toolbox – leverage. Using leverage is a high-risk, high-reward strategy
While South Africa looks east to bolster trade with China in response to looming US tariffs, the UK is stepping in to help address the
Whispers of Trump ousting Fed Chair Jerome Powell have investors worried. This comes at a time when uncertainty over tariffs rattles markets again, with the
Global markets were a smelted cocktail of conflict, copper, and central bank caution. As tensions flare in the Gulf, President Trump’s call for “UNCONDITIONAL SURRENDER”

For DIY investors seeking value and growth from their investments in the local stock market, using the price-to-earnings (P/E) ratio is one of the most

In the world of DIY trading, options trading has become very popular as platforms like Clarity, by Investec, have made it easy to access to
Investors continue to pour billions into emerging markets, even as Wall Street rides another bullish wave that saw Nvidia hits a $4 trillion market cap.
Most people watch the latest decision on interest rates by the South African Reserve Bank (SARB) intently, because any change impacts our spending power and
The session focused on empowering participants to confidently engage in saving, trading, and investing using the Clarity platform.
When deciding what to do with your investments and trading positions, it is important to understand the difference between a crash, reversal and correction as
As geopolitical tensions simmer in the Middle East, markets are marching to the beat of “keep calm and carry on”, taking cues from historical rebounds
DIY trading and investing has exploded in popularity thanks to easy access to local and global stocks markets via online platforms like Clarity, with its
Backroom dealings between Washington and Beijing are helping to ease global trade tensions, boosting investor sentiment and sending US markets to near all-time highs. However,
Global equities are flirting with all-time highs, fuelled by investor FOMO that's turning every dip into a buying opportunity. In the US, a surprisingly robust
Just when it looked like Trump’s tariffs would dominate the headlines again, the courts stepped in and flipped the script. Markets cheered on hopes that
The most common way to reduce portfolio volatility and lower investment risk is to diversify across industries, sectors, geographies, themes and asset classes. Diversification can
The US market is back in the hot seat – the Anything But USA (ABUSA) trade makes a comeback as the cracks widen in the
Everyone loves a rally, and investors weren’t disappointed when the US and China called a truce on the escalating trade war. US equities surged and
DIY investors looking to diversify their portfolios with a liquid asset that generates regular income from their investments have three main options – invest in
Understanding the different types of stocks based on factors like company size, financial performance, and operational dynamics can help inform investment decisions and reduce portfolio
Multiple forces impact equity markets and influence the movement of stock prices, with the key economic indicators among the more important factors that do-it-yourself (DIY)

Some calm returned to markets after more positive messaging from the Trump administration on its trade war with China and Fed independence. However, the “Sell

Do-it-yourself (DIY) investors who want a little more than just a share of the markets can invest in individual stocks or exchange-traded funds (ETFs) that

As we approach the halfway mark of 2025, it’s time to start taking stock as tariffs, tech and trade tensions continue to dominate headlines. From

DIY investors may face an important decision at certain points during their investment journey – what to do with a financial windfall, whether that’s a

From AI to streaming and digital services, the tech sector is emerging as the latest battleground for trade wars and market competition. Investors are also

Buying a single full share of the valuable companies listed on the JSE like Naspers (NPN-JSE) or Capitec (CPI-JSE) can cost between R3000 – R5000.

Collective investments like Exchange Traded Funds (ETFs) or mutual funds (or unit trusts, as they’re commonly known in South Africa) offer DIY investors several benefits

You get an exemption, you get an exemption, will other sectors get an exemption? President Trump’s pullback on sector-specific tariffs helped tech and automaker stocks
According to IDC data, AI spending will exceed $631 billion by 2028, which will create multiple avenues for investors to gain exposure to this hyper-growth
While tariffs continue to dominate the news flow, recession is the new investment word of the day as fears rise in the US. While conviction

In recent weeks, the financial markets have experienced notable turbulence, particularly as uncertainties surrounding the US economy have surfaced. Major indices have faced downward pressure,

A fresh round of tariffs from the Trump administration hit the brakes on automakers and sent tech stocks skidding, moving the global trade war to
President Trump’s ‘Liberation Day’ will forever be remembered for the market mayhem it unleashed. Few countries and assets were spared as the US applied a
For those who want to embark on their DIY investing journey but are unsure where to start, exchange-traded funds (ETFs) offer a simpler approach to
There are many reasons why South African investors should consider including offshore investments in their portfolio, but the one undeniable truth is that the best
We’ve hit peak US exceptionalism. As Wall Street optimism fizzles, investors are reducing their US exposure in record numbers and are setting their sights elsewhere.
Everyone likes it when markets and stock prices rise, but DIY investors and traders can also make money when prices dip through short selling. Short
Canadians are usually pretty chilled, but Trump’s tariffs have got them fired up. We’re clearly past neighbourly pleasantries, eh, and markets aren’t happy about it.