Daniel Mulugeta, Research Analyst; Luke Dawson, Research Analyst; and Charlie de La Pasture, Fund Manager, at High Street Asset Management The Good: Navigating a Strait of Uncertainty ...
Investment / Asset Management
Smooth bonus portfolios are a strategic buffer against market volatility
Poobalan Govender, Head: Structured Solutions, Structured Investments and Annuities at Momentum Corporate The recent performance of the JSE All-Share Index, which has seen a sharp...
Gold and the Iran crisis: what’s behind extreme price volatility?
James Luke, Senior Portfolio Manager, Gold and Commodities at Schroders The gold price rose in the initial days of the conflict, to reach over $5,300 on 3 March. Since then, it has fallen...
SA gambling: the house goes mobile
Nicholas Brown, Investment Analyst at Camissa Asset Management Online gambling has surged in South Africa over the past five years, overtaking all other forms to become the country’s...
How SA’s new Credit Guarantee Vehicle could unlock private infrastructure capital
Conway Williams, Head of Credit at Prescient Investment Management Not every multilateral funding announcement warrants a second read. Last month's announcement did. For those...
Markets at a glance: March 2026
Alan Wood, Head: Investment Consulting at Simeka Consultants and Actuaries For Simeka’s Markets at a Glance, showing performance statistics of the various indices to 31 March 2026,...
Engaging the financially excluded market – how private equity can be an architect for inclusion
Nthabiseng Thema, Partner at Summit Private Equity The case for engaging the financially excluded market South Africa has one of the most sophisticated financial systems in...
The Hormuz shock: When energy, food and chips all stop moving
Kyle Hulett, Co-Head: Investments at Sygnia Escalation between the US/Israel and Iran has driven crude oil to $120 per barrel (/bbl). Equity, currency and bond markets across Europe...
Emerging market private credit stands apart as cracks appear in US private credit
Alper Kilic, Head of Alternative Credit, Nathaniel Micklem, Co-Head of Emerging Market Alternative Debt; Martijn Proos, Co-Head of Emerging Market Alternative Debt; at Ninety One ...
EY warns of significant petrol and diesel price hikes for South Africa amid global tensions
Angelika Goliger, Africa Chief Economist, at EY Recent structural modelling from EY indicates that South African consumers and businesses face imminent and substantial fuel price...
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