Bianca Botes, Foreign Exchange (FX) expert and Director at Citadel Global In the course of 2025, the financial markets saw sharp rises in volatility in response to events such as the...
Investment / Asset Management
Trust your swing
Daniel Malan, CFA, Founder, Managing Director & Chief Investment Officer at Perspective Investment Management Even if I had never played soccer, rugby, basketball, or golf, I can...
Winning the match, not just scoring points
Nico Katzke, Head of Portfolio Solutions, and Duma Mxenge, Head: Business & Market Development, from Satrix Looking past the labels The investment industry often simplifies...
The unstoppable dollar meets the immovable Mr Trump
Sahil Mahtani, Head of Macro Research at Ninety One Ninety One’s Investment Institute yesterday released the whitepaper, The Unstoppable Dollar Meets the Immovable Mr Trump, offering a...
An uncertain birthday
Izak Odendaal, Investment Strategist at Old Mutual Wealth Friday was the 249th anniversary of the US Declaration of Independence, signed on the 4th of July 1776 in Philadelphia. Next...
The disconnect between geopolitical turmoil and market performance
Charles de Kock, Portfolio Manager at Coronation Fund Managers Viewed from a geopolitical perspective, the second quarter of 2025 was tumultuous. Tension in two major war zones...
What would stagflation mean for equity investors?
Duncan Lamont, CFA, Head of Strategic Research at Schroders Fears are rising that the global economy could be heading in a stagflationary direction – one where economic growth is weak...
Lowering the inflation target has unique benefits for the long end of the curve
Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers Monetary policy uses the policy rate to drive the inflation cycle around a targeted rate. However,...
Investing offshore: Dependent on Great Expectations?
Rob Perrone, Senior Investment Specialist at Orbis Given the stellar rise in the S&P 500 in the past decade, it is understandable that many investors still hold high expectations...
It pays to play by the rules
Nico Katzke, Head of Portfolio Solutions at Satrix* When it comes to investing, consistency is everything, and our Satrix Balanced Index Fund – now celebrating a decade – has been one...
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