Bianca Botes, Director at Citadel Global The United States (US) Dollar Index (DXY) has fallen to a near seven-week low, sitting just below 100, a move that cannot be attributed to a...
Investment / Asset Management
Will Chinese investment commodify AI models?
Sahil Mahtani, Director, Investment Institute at Ninety One One of the sharpest reversals in AI-linked technology stocks in decades has rattled investors. But according to Sahil...
Sustainable investment for fiduciaries needs a coherent architecture
Desmond Barry, Founder and Consultant at ESG Lead The PRI report, Responsible Investment in South Africa 2026: Realities, Gaps and the Road Ahead, has just been published, based...
China’s AI leap forces a reckoning over America’s trillion-dollar AI capex bet
Kyle Hulett Co-Head: Investments at Sygnia A new AI model from Chinese company Moonshot sent a jolt through global tech markets in July, dragging down shares of chipmakers, memory...
What July’s MPC decision signaled for traders
Francois Du Plessis Chief Executive Officer for South Africa of CFI Financial Group South Africa “South African traders received two significant pieces of economic information within...
Beyond principles: Practical steps South African asset owners need to close the responsible investment gap
Leon Greyling, Partner at ICTS Partners The August 2026 report Responsible Investment in South Africa: Realities, Gaps and the Road Ahead, commissioned by the Principles for...
Warsh, war and AI wariness
Izak Odendaal, Investment Strategist at Old Mutual Wealth July is over and August is here. July was named for Julius Ceasar not long after his assassination in 44 BCE. August was named...
Could a prolonged El Niño complicate the path back to lower inflation?
Dawid Heyl, Natural Resources Portfolio Manager & Nicolas Jaquier, Emerging Market Fixed Income Portfolio Manager; at Ninety One Geopolitical events are squarely to blame for the...
Markets at a glance – July 2026
Alan Wood, Head: Investment Consulting at Simeka Consultants and Actuaries For Simeka’s full Markets at a Glance, showing performance statistics of the various indices to 31 July 2026,...
Are you being paid for credit risk, or just for scarcity?
Conway Williams, Head of Credit at Prescient Investment Management Credit spreads in the South African listed market have rarely been thinner. Before celebrating the rally, income investors...
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