Philipp Wӧrz, Fund Manager at PSG Asset Management Markets are always changing. We are not just talking about the daily market gyrations that tend to dominate headlines, nor even...
Investment / Asset Management
A story of five economies
Bianca Botes, Managing Director at Citadel Global The economic data released across five major economies this week told a single story in five different languages. The United States...
The age of AI – Building the same future twice
JC Xue, Portfolio Manager at Foord Asset Management Singapore At first glance, AI and deglobalisation seem to belong to different stories. AI speaks to technological progress,...
Reserve Bank remains committed to 3% inflation despite rate pause says Old Mutual
Izak Odendaal, investment strategist at Symmetry, an investment solutions arm of Old Mutual. Despite surprising the market by keeping rates unchanged last month, the South African...
The cheaper dollar
Bianca Botes, Managing 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...
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...
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