Busisiwe Mavuso, CEO of Business Leadership South Africa (BLSA) In the run up to South Africa’s 2026 municipal elections, the spotlight is on the state of local government – not just...
Investment / Asset Management
The second chokepoint
Bianca Botes, Managing Director at Citadel Global The Iran conflict began as a United States (US)-Israel military operation against a single state actor on 28 February. Nearly five...
South African VC exits show early signs of a maturing venture capital ecosystem
Studies by the SA SME Fund, Endeavor South Africa and SAVCA South Africa's venture capital ecosystem is beginning to close one of the most important gaps in its growth story: exits....
CEO Take: Reflections from Global Investor Day 2026
Ann Leepile, Chief Executive Officer at M&G Investments As I come away from Global Investor Day, I am struck by how much I learned alongside our clients. Hosting the event in...
Before infrastructure was an asset class
The story of the idea that became one of Africa's longest-standing infrastructure debt funds. Thirty years ago, the idea that pension fund capital could be deployed into infrastructure...
Fuel shock lifts June inflation higher
Sanisha Packirisamy, Group Economist; and Tshiamo Masike, Economist; at Momentum Investments Executive Summary Statistics South Africa (Stats SA) reported a surge in headline...
Public-private partnerships pave the way for South Africa’s low-carbon economy
Alistair Young, Director; Charles Green, Senior Associate; and Alysa Bunting, Associate Designate; at Cliff Dekker Hofmeyr Although South Africa’s green transition remains an evolving...
SARB July decision likely to be a close call as inflation risks remain
Mike van der Westhuizen, Portfolio Manager at CAM Asset Management (a subsidiary of Citadel Holdings) The South African Reserve Bank’s (SARB) July Monetary Policy Committee (MPC)...
Investment Perspectives – Q2 2026
Reza Hendrickse, Portfolio Manager at PPS Investments Highlights The Iran war, which began on 28 February, continued to dominate markets, with the closure of the Strait of...
Why AI may be fundamental investing’s biggest opportunity
Abdur Amod, Head of Technology at Prescient Securities The debate around AI and automation in asset management has largely focused on whether it will replace fundamental analysts, but that...
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