Haroon Bhorat, Chair: Investment Committee, at Sygnia Global and local concern about the impending El Niño weather shock is on the rise. Coined originally by Peruvian fishermen who...
Investment / Asset Management
Political football
Izak Odendaal, Investment Strategist at Old Mutual Wealth The 2026 FIFA World Cup has been a welcome distraction, but the “Football Unites the World” motto is a stretch. The world...
Deep-rooted decline and coalition instability continue to shape Johannesburg’s electoral outlook, says Gareth van Onselen
Gareth van Onselen, Political Strategist & Independent Pollster As South Africa heads towards the 2026 local government elections, Johannesburg finds itself at a critical juncture....
The bull case for emerging markets just got stronger
Varun Laijawalla, Co-Portfolio Manager, Emerging Markets Equity; Thys Louw, Portfolio Manager, Emerging Market Sovereign & FX and Alan Siow, Co-Head of Emerging Market Corporate Debt; at...
Five global equity themes shaping the investment landscape in mid-2026
Peter Takaendesa, Chief Investment Officer at Mergence Investment Managers The resources trade has reshaped market leadership One of the defining features of equity markets over...
The case for an extended Fed pause
Lelethu Poswa, Fund Management at Anchor Capital Near-term US inflation is likely to remain volatile as tariffs and geopolitical tensions keep supply-side price pressures elevated....
The economic consequences of the peace
Izak Odendaal, Investment Strategist at Old Mutual Wealth The title of this article was also that of a famous 1919 book by the great John Maynard Keynes. He argued that the Treaty of...
Two golden rules for investing offshore amidst uncertainty
Matthew Spencer, Director of UK Retail at Orbis, Allan Gray’s offshore investment partner From geopolitical conflict in the Middle East and ongoing tensions between major global powers...
AI will not fix what transformation has failed to build
Nasreen Hisham, Chief Operating Officer, Prescient Investment Management South Africa's financial services sector faces a strategic contradiction it can no longer afford to ignore....
Macro’s and markets: SA inflation (Momentum) and the transatlantic divergence (Ninety One)
Iran conflict halted, but inflation passthrough continues Sanisha Packirisamy, Chief Economist; and Tshiamo Masike, Economist; at Momentum Investments So what? The rise...
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