In the 2025 Budget Speech delivered by Finance Minister Enoch Godongwana on May 21, 2025, the South African government outlined a fiscal framework designed to navigate economic challenges...
Investment / Asset Management
National Budget preview: Holding the fiscal line while politics pulls, by Sanisha Packirisamy, Momentum Investments
Sanisha Packirisamy, Chief Economist, & Tshiamo Masike, Economist, at Momentum Investments Read the full preview here. ENDS
Pulse check: reflecting during times of accelerating change
Kirshni Totaram, Global Head of Institutional Business at Coronation Fund Managers A world in transition At present, the world feels louder, faster, and more uncertain. Events...
Why selectivity and discipline matter more in 2026
Kenny Rabson, CEO of Discovery Invest Improving economic fundamentals in South Africa and other emerging markets are beginning to show a more favourable investment environment....
Understanding the different faces of investment risk
Roné Swanepoel, CFA®, Head of Distribution at Morningstar Investment Management South Africa Risk and reward go hand in hand. But as behavioural expert Carl Richards once put it, “Risk...
Government should focus on stimulating growth rather than raising more tax – David Warneke, BDO
David Warneke, National Head of Tax Technical at BDO South Africa In the 2026 Budget, the Government should focus on stimulating economic growth through policy reforms and fixing and...
The inter-connectivity of climate and nature, the UN SDGs and the ASSA Climate Index
Nature-related and climate-related issues represent interconnected yet distinct environmental risks, opportunities, dependencies, and impacts that organisations - particularly businesses and...
South Africa’s unemployment decreased further to 31.4% in the fourth quarter of 2025
Sifiso Mkwanazi, Economist, and Mpho Molopyane, Chief Economist; at Alexforbes South Africa’s unemployment rate declined more than expected to 31.4% in the fourth quarter (Q4) of 2025,...
PwC unpacks key predictions for the upcoming 2026 National Budget
Lullu Krugel , Chief Economist and Sustainability Leader, and Kyle Mandy, Tax Policy Leader; at PwC South Africa On 25 February, Finance Minister Enoch Godongwana is expected to...
Improved fiscal backdrop sets more stable stage for Budget 2026
Maarten Ackerman, Chief Economist at Citadel “The environment in which this year’s National Budget Speech is being presented is significantly improved compared to 2025,” says Ackerman....
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