Consolidated Wealth Group

20/03/2026

We’re proud to share two recent articles featuring Consolidated Wealth Group. Together, they reflect the professionalism, strong standards and support structures that shape how we serve clients every day. They also highlight CWG’s recognition as the first wealth management firm to earn FPI Approved Professional Practice status, as well as the systems, governance, compliance and advice structures that support the work we do. Links to both articles are included below.

https://www.consolidatedwealth.co.za/2026/03/09/shaping-spaces-that-help-great-financial-planners-do-their-best-work/

https://www.consolidatedwealth.co.za/2026/03/09/advancing-professionalism-in-the-industry/

07/03/2026

If you live in Nelson Mandela Bay and you are RETIRING in 2026 then this is for you.

RSVP: https://lnkd.in/dFF8eDMK

28/02/2026

28/02/2026

Some financial planning highlights from the 2026 Budget speech

08/02/2026

Here's a question that many ask when approaching retirement but don't say out loud

01/02/2026

If you are RETIRING SOON this is for you.

28/11/2025

Emerging markets are enjoying a standout year, with 28% gains in USD terms and record inflows – but the story is changing. Capital is moving away from China and into reform-driven economies with commodity exposure.

Meanwhile, a temporary US-China truce and expectations of a dovish Fed have supported sentiment. Yet risks remain: a divided Federal Reserve, fragile geopolitical dynamics, and compressed EM risk premiums all raise caution.

Explore how markets are responding and what the outlook holds for investors in our latest Weekly Wrap.

Read full article here:

Emerging markets are outperforming, bolstered by a dovish Fed outlook, shifting capital flows away from China, and a temporary US-China trade truce. However, risks from geopolitical instability, Fed policy ambiguity, and fragile investor sentiment remain in focus.

21/11/2025

This week, Nvidia’s stellar earnings underscored booming enterprise AI demand—but it wasn’t enough to quiet fears of stretched valuations. Meanwhile, the US Federal Reserve sent mixed signals, casting doubt on a December rate cut and deepening monetary policy uncertainty.

Key takeaways:

• Nvidia posted 62% YoY revenue growth; AI infrastructure demand remains strong.
• Fed minutes reveal internal division; December rate cut odds fall to 30%.
• Global equity and bond markets reflect diverging views on growth, inflation, and interest rates.
• South African bonds rally on SARB rate cut; the rand steadies near R17.20/$.

As 2025 nears its close, investors must navigate AI optimism against policy unpredictability. Read the full breakdown on this week’s market dynamics.

Read full article here:

This week saw market volatility driven by Nvidia’s blockbuster earnings and shifting expectations around US Federal Reserve rate policy. Despite Nvidia's robust AI-fuelled growth, investor concerns around valuations resurfaced, while mixed signals from the Fed dampened hopes for a December rate cu...

14/11/2025

South Africa’s 2025 Medium-Term Budget Policy Statement (MTBPS) marked a significant turning point for local financial markets. Finance Minister Enoch Godongwana's commitment to fiscal consolidation exceeded expectations, catalysing a stronger rand, rallying bonds, and lifting the JSE Top 40.

Key highlights include:
- Debt-to-GDP stabilisation at 77.9% by 2025/26 – the first in over a decade.
- Formal adoption of a lower 3% inflation target, aligning policy frameworks and boosting bond attractiveness.
- Reduced bond issuance, reflecting improved funding conditions.
- A strong tailwind from commodity markets and South Africa’s removal from the FATF grey list.

While ex*****on risks persist, the shift in sentiment toward South Africa is tangible. Investors are responding to results – not just rhetoric.

Explore the full Weekly Wrap from Citadel for deeper insights into fiscal policy, market trends, and what this means for South Africa’s growth outlook at https://www.consolidatedwealth.co.za/2025/11/14/south-african-markets-gain-momentum-on-back-of-credible-fiscal-reforms/

07/11/2025

US Q3 earnings delivered a tech-fuelled surprise, with the S&P 500 posting 10.7% EPS growth. The “Magnificent Seven” once again led the charge, and capex on AI infrastructure soared past $100 billion. Yet, despite robust performance, markets showed signs of caution.

Hyperscalers now spend 60% of their cash flow on capex, and investors are growing wary of delayed returns. Meta’s 12% share drop post-earnings – despite beating expectations – underscores growing “AI fatigue.”

Elsewhere, global bonds sold off on mixed economic data, the US dollar rallied sharply, and equities softened worldwide.

Read full article here:

31/10/2025

President Trump’s Asia tour delivered breakthrough trade deals with Japan and South Korea and a temporary truce with China, boosting global sentiment. Meanwhile, the Fed’s cautious tone and the ongoing US government shutdown complicate the economic outlook.

Key highlights:
• US tech stocks rally despite inflation and AI cost concerns.
• Japan and South Korea secure favourable trade terms.
• China agreement offers a one-year reprieve, not resolution.
• Fed signals caution; rate path remains uncertain.

Read full article here:

President Trump’s recent Asia tour yielded mixed but notable trade agreements with Japan, South Korea, and China, offering markets temporary relief. While global equities rallied and bond markets adjusted to shifting central bank signals, underlying risks—including a fragile China truce and uncl...