Chief Economist at PSG Financial Services, Johann Els What it means for South Africa The recent escalation in the Middle East has reintroduced a geopolitical risk premium into...
Investment / Asset Management
Navigating opportunity and risk in South Africa and Africa’s capital markets
Sydney Mhlarhi, Director at Tamela As South Africa and the broader African continent enter a period marked by political transitions, shifting global capital flows and renewed investor...
Business pulse: Sentiment up, but Middle East risks linger
Sanisha Packirisamy, Chief Economist & Tshiamo Masike, Economist at Momentum Investments Business confidence increased in the first quarter of 2026 but escalated conflict...
War in the Gulf
Sahil Mahtani, Investment Institute Director at Ninety One Two outsized geopolitical risks have been on the market's radar for years, though not always with equal prominence. The first...
Transition managers preserve value when changing portfolio strategies
Adam Bateman, Head of Business Development and Strategic Partnerships, Investor Services at Standard Bank Corporate and Investment Banking (CIB), and Kagiso Matlala, Equity Sales Trader at...
United States and Israeli strikes escalate Iran tensions into a regional crisis
Sanisha Packirisamy, Chief Economist, and Tshiamo Masike, Economist at Momentum Investments On 28 February, the United States (US) and Israel launched coordinated large-scale strikes...
Discipline delivered: Why the 2026 Budget matters
Malcolm Charles, Fixed Income Portfolio Manager, and Jaco van Tonder, Advisor Services Director at Ninety One South Africa’s 2026 Budget may well be remembered as the moment fiscal...
Markets at a glance – February 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 28 February 2026,...
EBnet celebrates SAVCA’s bold expansion and new leadership era
Leon Greyling, COO of the ICTS Group of Companies (including EBnet and Motswedi) In a landmark move that underscores the dynamic growth of Southern Africa's investment landscape, the...
SMME job creation must also build retirement security
Nzwa Shoniwa, Managing Executive at Sanlam Umbrella Solutions (Sanlam Corporate) President Cyril Ramaphosa’s SONA 2026 again placed small and medium enterprises (SMMEs) at the centre...
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