Chito Siame, Head: Private Equity, Mergence Investment Managers South Africa’s water crisis has emerged as a defining test for both the state and long-term investors. Ageing and...
Investment / Asset Management
The integral role of ESG principles in evaluating asset managers
Leon Greyling, Chairman: Motswedi Investment Committee As a “retired” investment consultant advising institutional investors on multi-manager portfolios, I've witnessed a profound...
Markets at a glance – January 2026
Alan Wood, Head: Investment Consulting at Simeka Consultants and Actuaries For Simeka’s Markets at a Glance, showing performance statistics of the various indices to 31 January 2026,...
Commodity markets surge on geopolitical tensions and policy uncertainty
Kyle Hulett, Co-Head: Investments at Sygnia Metal and energy prices surged in January as investors navigated multiple global crises. Gold, silver, platinum, copper and tin reached new...
Recoupling, but on uneven terms
Marie Antelme, Economist at Coronation Fund Managers The global economy enters 2026 at a sensitive inflexion point. Growth has proven to be unexpectedly resilient through one of the...
Credit 2026 Outlook: Build up your core strength and stay flexible
Darpan Harar, Portfolio Manager, Multi Asset Credit, & Justin Jewell, Portfolio Manager, Multi Asset Credit; at Ninety One After a strong run for global credit markets in 2025,...
No interest rate cut but the scissors are still on the table
Sanisha Packirisamy, Chief Economist at Momentum Investments Read Momentum's full note on the MPC's decision here. ENDS
Attitudes, AI and the end of the old world order
Nick Dennis, Fund Management at Anchor Capital Two overarching themes are likely to dominate the investing landscape over 2026 and beyond: 1) the unstoppable rise of artificial...
Supporting small entrepreneurs for shared prosperity in South Africa
David Weil, Investment Committee Member at Motswedi Economic Transformation Specialists In South Africa's dynamic economy, small entrepreneurial firms play a vital role as drivers of...
Five forces that will shape the investment landscape in 2026
George Herman, Chief Investment Officer at Citadel While global investors may be entering 2026 with caution, South African (SA) investors could look forward to a 30-year high in...
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