Sisamkele Kobus, Fixed Income Analyst at Ninety One South Africa’s reform agenda continues to momentum. The latest Medium-Term Budget Policy Statement (MTBPS) not only met expectations...
Investment / Asset Management
2025 MTBPS – Turning the corner
Mpho Molopyana, Chief Economist, and Sifiso Mkwanazi, Economist, at Alexforbes Headline takeaway The Finance Minister’s endorsement of a lower inflation target (3% ±1ppt) marks a...
Far from it – are we approaching the end of the global rate-cutting cycle?
Sebastian Mullins, Head of Multi-Asset and Fixed Income, Schroders Australia Despite all the drama of the US/China trade talks, perhaps the most interesting development recently was US...
A year of Trump 2.0
Izak Odendaal. Investment Strategist at Old Mutual Wealth A year ago, Donald Trump secured a second term as US president. Due to the oddities of America’s political system, he was only...
What the Gold and AI booms mean for investors
Sean Neethling, Head of Investments, Morningstar South Africa Big market moves are becoming more common, with large gains in September carrying over into October. This is true...
Closing the ESG gap in SA venture capital
Feedback from the recent SA Venture Capital and Private Equity Association (SAVCA) VC Conference As ESG principles play an increasingly important role in investment mandates globally,...
Medium-term budget preview: Windfalls, warnings and waiting for a ratings lift
Sanisha Packirisamy, Chief Economist at Momentum Investments You can read the full article here. ENDS
Building economies that listen: why SA’s B20 leadership matters
Celiwe Ross, Group Chief Human Capital and Corporate Affairs Officer at Old Mutual As SA assumes the G20 presidency, it carries more than diplomatic weight. It carries the...
The future will surprise
Maarten Ackerman, Chief Economist at Citadel Despite a volatile year marked by tariff conflict, shifting global sentiment and political uncertainty, the global economy remains more...
Can ETFs unlock Africa’s capital market potential
Ben Meyer, Head of Capital Markets at Prescient Fund Services The African Exchange Traded Fund (ETF) landscape is undergoing a quiet transformation. While equity markets across the...
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