Editor's Thoughts.
My word of the week has to be “bluenami”: referring to the results of the US mid-term elections.
Our own investment market responded (very) kindly. Coming back from the election day holiday, the All Share closed 3.67% higher and the Top 40 gained 3.99%. Precious metals rallied as investors linked the US election outcome to hopes of an earlier end to the Iran conflict, while oil prices fell. Optimism (for now) has the upper hand. But it’s 2026, so you know … anything can still happen. (Starting with my AI ETF 😢)
In our local municipal elections, bluenami aptly describes the Helen Zille memes that are invading your social media feed. But like I heard in a webinar last night on the implications of the US mid-terms: Slow your roll … there’s still lots to be done.
For now though, a Scoop 👇 and a weekend. Enjoy both.
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With John Anderson, Managing Executive Sanlam Corporate and Chair of ASSA's Sustainability Committee, & Nicole Martens, Executive Director at Just Share
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