Sean Ashton, Head of Investments at Private Clients by Old Mutual Throughout market history, dominant industries have rarely been displaced overnight. Instead, they have been...
Investment / Asset Management
The value of long-term credibility
Bianca Botes, Managing Director at Citadel Global On paper, the United States (US) and South African (SA) economic metrics are not dissimilar, but markets view the two economies in two...
From forecasts to probabilities: Why being ‘right’ matters less than being prepared
Mike Coop, Chief Investment Officer for EMEA at Morningstar Investors have long accepted that markets are uncertain. What is becoming increasingly clear, however, is that uncertainty...
Four questions on investing in a geopolitically uncertain world
John Gilchrist, Chief Investment Officer, PSG Asset Management The ongoing conflict in the Middle East has raised multiple concerns for South African investors. This article addresses...
South Africa’s Q1 GDP surprises to the upside, but risks loom
Maarten Ackerman, Chief Economist at Citadel South Africa’s (SA’s) economy delivered a slightly stronger-than-expected performance in the first quarter of 2026, with gross domestic...
Growth surprises as Iran risks loom
Sanisha Packirisamy, Chief Economist; and Tshiamo Masike, Economist; at Momentum Investments So what? Economic growth surprised to the upside in the first quarter of 2026...
A broadening credit endorsement of SA’s progress – Fitch upgraded South Africa’s sovereign rating after 21 years
Sanisha Packirisamy, Chief Economist; & Tshiamo Masike, Economist; at Momentum Investments Fitch Ratings upgraded South Africa’s (SA) sovereign credit rating from BB- to BB on 5...
Gauging the impact of the Iran conflict on EM equities
Tom Wilson, Head of Emerging Market Equities at Schroders When geopolitical risk is elevated, where can investors add value? Generally, investors have very limited edge in...
Shaping what’s next: AI and the future of exceptional performance
Cheree Dyers, Chief Executive Officer at Prescient Investment Management We are living through one of the most important technological shifts of our generation. Artificial...
Liftoff, but watch the altitude
Bianca Botes, Managing Director at Citadel Global SpaceX filed its Initial Public Offering (IPO) paperwork last week at a $1.77 trillion valuation. The company plans to sell 555...
Filter Articles
