Sanisha Packirisamy, Chief Economist at Momentum Investments Sanisha Packirisamy, Chief Economist at Momentum Investments comments, "In our latest Economies at a Glance...
AI adoption: Why South African asset managers cannot afford to wait
Thando Noganta, Data Scientist (Fixed Income) at Matrix Fund Managers Differentiation, not imitation The fundamental key to unlocking AI’s powerful potential within the asset...
SARB vs. US Fed: The case for independent action
Albert Botha, Head of Fixed Income at Ashburton Investments This week’s South African Reserve Bank (SARB) meeting is arguably one of the most important in recent history. The...
Debunking five emerging market myths
Grant Webster, Co-Head of EM Sovereign & FX, Alan Siow, Co-Head of Emerging Market Corporate Debt, Alper Kilic, Head of Alternative Credit, Varun Laijawalla, Co-Portfolio Manager,...
New to private assets? Here’s what you need to know
Nathalie Krekis, Portfolio Director, Cazenove Capital, part of the Schroders Group US policy changes create uncertainty Over the next few years, individual investors are expected to...
RisCura market commentary: April 2025
Teneille Troskie, Investment Research Analyst at RisCura Global Market Themes: President Trump’s surprise tariff announcement triggered global market volatility, with the VIX spiking...
National budget review 3.0 | Three strikes or a charm?
Sanisha Packirisamy, Chief Economist at Momentum Investments A larger primary surplus and a narrower deficit → but weaker economic outlook raises the debt ratio Although tax...
Budget 3.0 highlights
Izak Odendaal, Investment Strategist at Old Mutual Wealth Compared to the fireworks of the first two proposed Budgets the third version was decidedly uneventful. However, in this...
Budget 3.0: Large expenditure cuts needed to maintain fiscal consolidation
Johann Els, Chief Economist at the Old Mutual Group South Africa’s highly anticipated national budget trilogy finale will take place on 21 May and is likely to show a significant...
Inflation targeting: What it could mean for the rand and more
Bianca Botes, Director at Citadel Global A move by the South African Reserve Bank (SARB) and Treasury to lower the country's inflation target could have positive impacts on monetary...
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