Maarten Ackerman, Chief Economist at Citadel The South African Reserve Bank’s (SARB’s) decision to cut the repo rate by 25 basis points (bps) in today’s Monetary Policy Committee (MPC)...
Investment / Asset Management
Why a 3% inflation target won’t solve South Africa’s debt issues
Nick Balkin, Chief Investment Officer at Foord Asset Management The campaign to adjust the South African Reserve Bank’s (SARB’s) inflation target at the bottom end of the 3 – 6% band...
SARB to cut rates by a final 25bps
Johann Els, Chief Economist at Old Mutual Group Inflation and interest rates: June headline CPI lifted from 2.8% in May to 3%, while core CPI slipped from 3% to 2.9%. Inflationary...
From iRobot to iReturns: How AI is helping, not replacing
Mathews Vattakunnel, Junior Research and Investment Analyst at Glacier by Sanlam When people think of Artificial Intelligence (AI), they often imagine robots taking over human jobs,...
Global equities the top choice for returns as investors embrace diversified approaches
Philip Robotham, Head of Intermediary at Schroders, South Africa The Schroders Global Investor Insights Survey 2025 reveals that investors see public equities as offering the best...
Five long term trends shaping the investment landscape
Rory Kutisker-Jacobson, Portfolio Manager at Allan Gray From the Government of National Unity’s failure to agree on its maiden Budget, to Trump’s market-moving “Liberation Day” tariffs...
Deciphering dollar declines
Izak Odendaal, Investment Strategist at Old Mutual Wealth Apart from a brief slump in April, global equity markets have mostly taken the policy chaos coming out of the US in their...
A pause to re-evaluate
Marie Antelme, Economist at Coronation Fund Managers In a presentation at the start of the year, I outlined Five Themes for Twenty-Five – a framework for interpreting the macroeconomic...
Alexforbes announces key outcomes from the sustainability reporting market sentiment survey
Carina Wessels, Chief GRC Officer and Executive: Impact Advisory, and Lee Swan, Head of Sustainability, at Alexforbes Alexforbes has announced the key outcomes of the recently...
FTSE/JSE All Share Index hits historic 100,000 points milestone
Leila Fourie, Group CEO of the JSE The Johannesburg Stock Exchange (JSE) today marks a historic milestone as the FTSE/JSE All Share Index (ALSI) hit 100,000 points – 1,000 times higher...
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