Janca Steenkamp, Investment Strategist at Nedbank Private Wealth Investment Research and Fund Management INTERNATIONAL OVERVIEW Maintaining Altitude Global equities ended...
Investment / Asset Management
Building South Africa’s next chapter through sustainable infrastructure
Vishaal Lutchman, CEO of the GIBB Group As nations and industries shift from ambition to execution in sustainability strategies, South Africa stands at a pivotal moment to redefine...
An emerging market debt investor’s navigation guide for 2026
Peter Kent, Co-Head of Fixed Income; Victoria Harling, Co-Head of EM Corporate Debt & CIO-Middle East; Thys Louw, EM Fixed Income Portfolio Manager; Alan Siow, Co-Head of EM Corporate...
Looking ahead: Can economic and market strength repeat in 2026?
Sebastian Mullins, Head of Multi-Asset and Fixed Income, Schroders Australia Global growth continued to improve throughout 2025, with the latest reading of 3.4% according to the...
Goldilocks prevails: Investing in 2026
Philip Saunders, Director, Investment Institute, and Sahil Mahtani, Director, Investment Institute, at Ninety One After a disorienting 12 months, in 2026 investors should position for...
The rise of balanced actively managed ETFs in South Africa
Niki Giles, Head of Strategy at Prescient Fund Services South Africa’s exchange traded fund (ETF) market has entered a new phase. Historically dominated by passive, index-tracking...
Unlocking growth: Why emerging economies must channel private capital into private markets and infrastructure
Leon Greyling, Chairman of the Investment Committee at Motswedi Economic Transformation Specialists In an era of rapid urbanisation, climate challenges and technological disruption,...
How structure shapes returns in SA’s private markets
Lungi Gwente, Corporate FInance & Mezzanine Debt Associate at Tamela Closed-ended funds are structured with fixed life cycles, typically seven to 10 years, which naturally enforce...
A fragile world, a firmer rand: what 2026 means for SA consumers and investors
Sanisha Packirisamy, Chief Investment Economist at Momentum Investments Global growth has proven sturdier than feared despite a harsher trade regime, but remains pedestrian by...
December local commentary: JSE shines as 2025 ends on a high note
Peter Little, Global Multi-Asset Class Investments Fund Management at Anchor Capital The JSE delivered the strongest performance among major global equity markets in December, with the...
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