Kasief Isaacs, CEO of Creation Capital The Financial Stability Board's (FSB) May 2026 report on private credit vulnerabilities globally has added an authoritative voice to a debate...
Investment / Asset Management
Unpacking yesterday’s rate decision
Mark Phillips, Head of Portfolio Management and Analytics at PPS Investments The SARB’s Monetary Policy Committee raised the benchmark repo rate by 25 basis points to 7.00%, in line...
Reforming executive pay – progress, but no silver bullet
Nicole Martens, Executive Director at Just Share Recent amendments to the Companies Act mark a significant step forward in South Africa’s long-running effort to strengthen oversight of...
Resilience and divergence: emerging markets are forging ahead in a new era for investors
Grant Webster, Alan Siow, Victoria Harling, Matt Christ, Alper Kilic, Archie Hart & Jaspal Boparai, from NinetyOne Conflict-related commodity market disruption is just the latest...
Ninety One and PSG on tomorrow’s rate decision
Adam Furlan, Portfolio Manager at Ninety One South Africa's inflation story has taken a turn. After months of steady decline, supported by a firmer rand and the disinflationary...
The four new tides shaping sustainable investing
Desmond Barry, Founder and Consultant at ESG Lead At a recent ESG Lead webinar, New Tides in Sustainable Investing: the Bigger Picture, four important trends in ESG and sustainable...
Moody’s signals growing confidence in SA
Sanisha Packirisamy, Chief Economist; & Tshiamo Masike, Economist; at Momentum Investments On 22 May 2026, Moody’s Ratings revised South Africa’s (SA’s) sovereign rating outlook...
Policy implications of a new world order
Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers US policy decisions are a primary driver of EM asset performance. The Trump administration’s shift...
Macro’s & Markets: April’s CPI figures – what the economists are saying
From Sanisha Packirisamy, Chief Economist; & Tshiamo Masike, Economist, at Momentum Investments The sharp rise in April inflation reflects the impact of the Middle East conflict,...
When a policy isn’t a policy: The problem with asset manager voting ‘guidelines’
Nicole Martens, Executive Director of Just Share Shareholder voting sits at the heart of responsible investment. Asset managers often describe proxy voting as one of their most...
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