Raazia Ganie, Executive Head of Investments at NMG Benefits For many large employers offering retirement benefits, umbrella funds are a cornerstone of capital stability and growth. By...
Investment / Asset Management
The case for sub-R16.00/$ – and why it may not last
Bianca Botes, Director at Citadel Global The rand extended its winning streak this week, rallying to levels as strong as R16.12/$. A confluence of factors has aligned in the local...
The power of ‘I don’t know’: Investing in an age of AI uncertainty
James Bennett, Global Equity Analyst at Anchor Capital “I don’t know,” may be the three most liberating words in financial markets. I learned this in 1991 as a university...
Headline and core inflation inched higher in December
Sanisha Packirisamy, Chief Economist at Momentum Investments Headline inflation, as reported by Statistics (Stats) SA, rose to 3.6% y/y in December 2025 from 3.5% y/y in November,...
Natural resources 2026 outlook: Gold and copper remain supported; oil and grains could recover
George Cheveley, Natural Resources Portfolio Manager; Paul Gooden, Natural Resources Portfolio Manager; Dawid Heyl, Natural Resources Portfolio Manager at Ninety One Commodities enter...
Lowering South Africa’s inflation target: What it means for investors
Eugene Botha, Head: Research Hive at Momentum Investments South Africa’s inflation-targeting regime, introduced in 2000, has been a cornerstone of monetary policy for 25 years. Moving...
Many happy returns
Izak Odendaal, Investment Strategist at Old Mutual Wealth The first 19 days of January have produced enough topics for several newsletters, including Venezuela, Iran, Greenland, and...
The debate is over: Time in the investment market triumphs over timing the market
Stefan Cloete, Junior Research & Investment Analyst at Glacier by Sanlam The importance of compounding interest can never be underestimated, and it’s frequently hailed as a potent...
Trump’s January actions reshape global risk
Bianca Botes, Director at Citadel Global This year, 2026, opened with a cascade of United States (US)-related geopolitical developments that are reshaping risk sentiment across global...
2025 market review: Strong returns in a volatile world
Charles de Kock, Portfolio Manager at Coronation 2025 was a good year for equity investors. After the sharp correction in global markets in April following the initial “Liberation Day”...
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