Sandile Malinga, Chief Investment Officer: Multi-Asset at M&G Over the past few years, markets have undergone a significant change in how they behave. The speed and volume of...
Investment / Asset Management
The long-term cost of passage
Bianca Botes, Managing Director of Citadel Global The oil price has been blamed for most of the inflation narrative since hostilities in the Gulf began on 28 February. On Thursday,...
While technology changes the world, economics decides its value
Siboniso Nxumalo, Chief Investment Officer at Old Mutual Investment Group Electricity transformed the world, not simply because it existed but because of what it made possible. That...
Retail adoption of ETFs in South Africa: What the market is telling us
Niki Giles, Head of Strategy, Prescient Fund Services South African retail investors are warming to ETFs faster than at any point in our market’s history. However, the base is still...
SARB’s balancing act goes beyond the latest inflation number
Francois du Plessis, CEO of CFI Financial Group South Africa On 23 September, Stats SA reported annual consumer inflation at 4.4% in August, up slightly from 4.3% in July. The same...
The Magnificent Seven: looking beyond the hype
Fazila Manjoo, Head: Multi-Asset & Global Equities at Mergence For several years the Magnificent Seven (Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta and Tesla) have been among...
Bonds bear the brunt
Charles de Kock, Portfolio Manager at Coronation At the end of June 2026, the outlook appeared more settled. The US and Iran had signed a memorandum of understanding (MOU). The oil...
Global economic and geopolitical shifts could strengthen Africa’s strategic position, says KPMG
Frank Blackmore, Lead Economist at KPMG The global economy is entering a period in which geopolitical fragmentation, energy security, technology investment and changing trade...
Economies at a glance – September 2026
Sanisha Packirisamy, Group Economist; and Tshiamo Masike, Economist; at Momentum Investments To read Momentum's full Economies at a Glance for September 2026, click here. ...
When money costs more, bad news hits hard
Bianca Botes, Managing Director at Citadel Global Over the past quarter, central banks have been tightening into the Middle East energy shock rather than hoping it goes away. However,...
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