Nicole Martens, Executive Director at Just Share Shareholder activism is often framed as a problem for boards to manage. Companies speak of "dealing with" activists. Directors prepare...
Investment / Asset Management
The wake-up call of a fragile truce
Bianca Botes, Managing Director at Citadel Global For several weeks, global markets allowed themselves to price in the comforting narrative of geopolitical de-escalation. The...
Relief, not resolution
Charles de Kock, Portfolio Manager at Coronation The term “peace dividend” was used in the past to describe a post-conflict period when governments and companies could spend money...
The end of prime: A new era for South Africa’s credit pricing
Tlhoni Komako, Fixed Income Portfolio Manager at Ashburton Investments Ask any homeowner about their bond or vehicle finance, and the answer will almost always be framed as “prime...
June in a nutshell
Paul Cluer, Managing Director at Foord Asset Management The thing about aftershocks is that they often arrive after the danger seems to have passed. So it has been with this year’s oil...
Where are the markets headed and where should investors look next?
Herman van Papendorp, Head of Asset Allocation at Momentum Investments Key financial markets review takeaways for the second quarter of 2026 The Iran war remained the dominant...
The music is still playing. But for how long?
Duane Cable, Head of SA Quality at Ninety One In July 2007, just months before the global financial crisis broke, Citigroup CEO Chuck Prince gave one of the most revealing quotes in...
AI may not take your job, but it could change how careers begin
Adriaan Pask, Chief Investment Officer at PSG Wealth Artificial intelligence (AI) is often framed in binary terms: either as an existential threat that will replace workers, or as a...
AI in stockbroking: Why co-pilot must come before autopilot
Abdur Amod, Head of Technology at Prescient Securities As financial institutions race to deploy AI agents, the debate is quickly shifting from what artificial intelligence (AI) can automate...
South Africa’s infrastructure investment opportunity hinges on execution, not capital
Anusha Naidu, CEO of SAVCA In his keynote address at the recent BlackRock South Africa Infrastructure Investment Summit, President Cyril Ramaphosa positioned South Africa’s ongoing...
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