Jan Kruger, Partner and Alison Mellon, Knowledge Lawyer, at Bowmans South Africa’s transition from JIBAR to ZARONIA has primarily focused, and continues to focus, on daily ZARONIA...
Investment / Asset Management
Beyond the rally
Jeremy Gardiner, Director at Ninety One 2025 has been an exhausting year. Growth forecasts at the beginning of the year were strong and the world was optimistic. Three months...
A vote of confidence: SA’s credit story turns a corner
Sanisha Packirisamy, Chief Economist at Momentum Investments Ratings agency S&P Global upgraded South Africa’s (SA) foreign currency long-term sovereign credit rating from BB- to...
Targets met, reforms on track: South Africa’s fiscal path gains credibility
Sisamkele Kobus, Fixed Income Analyst at Ninety One South Africa’s reform agenda continues to momentum. The latest Medium-Term Budget Policy Statement (MTBPS) not only met expectations...
2025 MTBPS – Turning the corner
Mpho Molopyana, Chief Economist, and Sifiso Mkwanazi, Economist, at Alexforbes Headline takeaway The Finance Minister’s endorsement of a lower inflation target (3% ±1ppt) marks a...
Far from it – are we approaching the end of the global rate-cutting cycle?
Sebastian Mullins, Head of Multi-Asset and Fixed Income, Schroders Australia Despite all the drama of the US/China trade talks, perhaps the most interesting development recently was US...
A year of Trump 2.0
Izak Odendaal. Investment Strategist at Old Mutual Wealth A year ago, Donald Trump secured a second term as US president. Due to the oddities of America’s political system, he was only...
What the Gold and AI booms mean for investors
Sean Neethling, Head of Investments, Morningstar South Africa Big market moves are becoming more common, with large gains in September carrying over into October. This is true...
Closing the ESG gap in SA venture capital
Feedback from the recent SA Venture Capital and Private Equity Association (SAVCA) VC Conference As ESG principles play an increasingly important role in investment mandates globally,...
Medium-term budget preview: Windfalls, warnings and waiting for a ratings lift
Sanisha Packirisamy, Chief Economist at Momentum Investments You can read the full article here. ENDS
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