Izak Odendaal, Investment Strategist at Old Mutual Wealth July is over and August is here. July was named for Julius Ceasar not long after his assassination in 44 BCE. August was named...
Investment / Asset Management
Could a prolonged El Niño complicate the path back to lower inflation?
Dawid Heyl, Natural Resources Portfolio Manager & Nicolas Jaquier, Emerging Market Fixed Income Portfolio Manager; at Ninety One Geopolitical events are squarely to blame for the...
Markets at a glance – July 2026
Alan Wood, Head: Investment Consulting at Simeka Consultants and Actuaries For Simeka’s full Markets at a Glance, showing performance statistics of the various indices to 31 July 2026,...
Are you being paid for credit risk, or just for scarcity?
Conway Williams, Head of Credit at Prescient Investment Management Credit spreads in the South African listed market have rarely been thinner. Before celebrating the rally, income investors...
The phrase is out: Gender lens investing
Akua Koranteng, Partner at Fund/us Women-led funds generate stronger returns and social outcomes, so why is it that African-based women-led fund managers continuously face systemic...
Economies at a glance – July 2026
Sanisha Packirisamy, Group Economist; and Tshiamo Masike, Eonomist; at Momentum investments Following National Savings Month, which we observed in July 2026, this edition of the...
Show me the money
Bianca Botes, Director at Citadel Global United States (US) Artificial Intelligence (AI) stocks have entered a new phase and the market is starting to notice. For two years the...
AI listing boom threatens to reverse a two-decade tailwind for US equities
Sahil Mahtani, Director at Ninety One's Investment Institute For more than two decades, US companies have bought back far more stock than they have issued, steadily shrinking the pool...
Gold market shows resilience as price momentum cools in Q2
Louise Street, Senior Markets Analyst, World Gold Council The World Gold Council’s Q2 2026 Gold Demand Trends report reveals that total gold demand was flat year-on-year at 1,269t, as...
Inflation questions
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth Inflation concerns are rising again as an escalation of the US-Iran war puts renewed upward pressure on oil prices. The...
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