Bianca Botes, Director at Citadel Global Last week was a week where nobody truly knew what was going on when it comes to the war in Iran. On Monday, United States (US) President,...
Investment / Asset Management
SARB hits pause on rate cuts amid rising global risks
Nolan Wapenaar, Head of Fixed Income/Co-CIO, at Anchor Capital We had expected the South African Reserve Bank (SARB) to resume its rate-cutting cycle at its 26 March meeting. However,...
The great debate: Private capital isn’t one asset class – or is it?
George Odo, Senior Partner and Managing Director for East and Southern Africa at AfricInvest; and Saad Sheikh, Partner and Co-Head of Debt Strategy at Enko Capital As private markets...
Is the Iran crisis an early 2020 moment for markets?
Sahil Mahtani, Director, Investment Institute at Ninety One At first glance, early 2020 may seem an odd analogy for the current moment. The Iran crisis of 2026 is not a natural...
Pre-SARB MPC Commentary: Albert Botha shares insights and outlook ahead of Thursday’s announcement
Albert Botha, Head of Fixed Income at Ashburton investments It is a tough week to be a central bank governor. Forces outside your control are conspiring to complicate your decisions,...
Fighting the next war
Izak Odendaal, Investment Strategist at Old Mutual Wealth It is often said that central banks fight the last war. This phrase takes on a different meaning when there is an actual war...
A consensus to hold
Bianca Botes, Director at Citadel Global In a week that has been circled on calendars for months, the world’s four most closely watched central banks met in the same seven-day window...
Beyond productivity: AI’s structural shift in active management
Pablo Riveroll, Fund Manager & Global Head of Equities Research; & Charlotte Wood, Head of Innovation and Fintech Alliances; at Schroders The active management industry is entering...
CPI for February 2026
Reza Hendrickse, Portfolio Manager at PPS Investments Annual consumer inflation slowed meaningfully to 3.0% y/y in February, down from 3.5% in January, marking a renewed move toward...
Rising oil prices = Rising inflation and rising interest rates
Bianca Botes, Director at Citadel Global Two weeks into Operation Epic Fury has seen the global energy market swing between severe supply shock and brief relief, before returning to...
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