Thandekile Mbatha, Associate at Webber Wentzel The 2026 Budget Speech delivered by Finance Minister Enoch Godongwana in February 2026 has in balance been referred to as a “good news”...
Investment / Asset Management
Are you swimming in the right water?
Graeme Forster, portfolio manager at Orbis, the offshore partner of Allan Gray In his 2005 commencement address, “This Is Water”, David Foster Wallace tells a simple parable. An old...
Geopolitical shock and the long view
Charles de Kock, Senior Portfolio Manager at Coronation Fund Managers An extremely eventful quarter The outbreak of conflict in the Middle East overshadowed all other...
Alexforbes publishes December 2025 Manager Watch™ Survey results on retirement fund investment managers
Janina Slawski, Executive, Investment Consulting at Alexforbes Alexforbes has published the results of its December 2025 Manager Watch™ Survey of Retirement Funds Investment Managers,...
The Good, the Bad, and Leaving the Cloud Behind
Daniel Mulugeta, Research Analyst; Luke Dawson, Research Analyst; and Charlie de La Pasture, Fund Manager, at High Street Asset Management The Good: Navigating a Strait of Uncertainty ...
Smooth bonus portfolios are a strategic buffer against market volatility
Poobalan Govender, Head: Structured Solutions, Structured Investments and Annuities at Momentum Corporate The recent performance of the JSE All-Share Index, which has seen a sharp...
Gold and the Iran crisis: what’s behind extreme price volatility?
James Luke, Senior Portfolio Manager, Gold and Commodities at Schroders The gold price rose in the initial days of the conflict, to reach over $5,300 on 3 March. Since then, it has fallen...
SA gambling: the house goes mobile
Nicholas Brown, Investment Analyst at Camissa Asset Management Online gambling has surged in South Africa over the past five years, overtaking all other forms to become the country’s...
How SA’s new Credit Guarantee Vehicle could unlock private infrastructure capital
Conway Williams, Head of Credit at Prescient Investment Management Not every multilateral funding announcement warrants a second read. Last month's announcement did. For those...
Markets at a glance: March 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 March 2026,...
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