Mbongeni Madonsela, Partner at Resolve Private capital remains one of South Africa’s most effective levers for accelerating transformation within established companies, particularly in...
November CPI surprise strengthens case for 2026 rate cuts
Sanisha Packirisamy, Chief Economist at Momentum Investments Read Momentum's full report here. ENDS
From grey list to growth: how South Africa is shaping up for 2026
Adriaan Pask, Chief Investment Officer at PSG Wealth Over short periods, markets can be unpredictable, and 2025 was no exception. We expected a volatile year, and that has certainly...
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Izak Odendaal, Investment Strategist at Old Mutual Wealth Congratulations, you’ve almost reached the end of a remarkable year. It will mostly be remembered for wild policy shifts as US...
Outlook 2026: Take an active approach to valuation risk and seek opportunities to diversify
Johanna Kyrklund, Group Chief Investment Officer at Schroders As we head into 2026 there is a lot of concern about equity market valuations. Comparisons are being drawn with the dotcom...
The hidden risks of hugging an index
Kevin Cousins, Head of Research, PSG Asset Management Indexation and passive investments have become extremely popular over the past few decades. In theory, these strategies offer...
2026 Economic Outlook: What will move markets next year?
Sanisha Packirisamy, Chief Economist at Momentum Investments Momentum's full infographic here. ENDS
Can equity markets continue their strong run?
Shaun le Roux and Mikhail Motala Fund Managers at PSG Asset Management Equity markets have continued to power ahead in 2025 despite macro uncertainty and the reshaping of the global...
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Rashaad Tayob, Portfolio Manager; JC Xue, Portfolio Manager; Ishreth Hassen, Portfolio Manager; Nick Balkin, Chief Investment Officer; Foord Asset Management Markets have spent much of...
The Secret Seven: Emerging market firms powering the next wave of AI infrastructure
Archie Hart, Co-Portfolio Manager, Emerging Markets Equity; and Varun Laijawalla, Co-Portfolio Manager, Emerging Markets Equity; at Ninety One The scale of the global artificial...
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