Lethu Zulu, Head of Hedge Funds at Sanlam Investments Multi-Manager When markets convulse under the weight of geopolitical shocks, hedge funds are often called upon to prove why they...
Investment / Asset Management
How Anthropic’s Mythos release is changing the playing field
Kyle Hulett, Co-Head: Investments at Sygnia Markets broke to new highs last week, driven by two reinforcing forces: geopolitical de-escalation and strong momentum in artificial...
Markets at a Glance: April 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 30 April 2026,...
Economies at a glance – April 2026
Sanisha Packirisamy, Group Economist, and Tshiamo Masike, Economist; at Momentum Investments Read the full note here. ENDS
What the pump price isn’t telling you
Bianca Botes, Managing Director at Citadel Global The United States (US) war with Iran has spiked oil prices and injected a lot of uncertainty in the markets. One of the biggest...
In today’s credit markets, the real risks lurk in the shadows
Darpan Harar and Justin Jewell, Co-Heads of Multi Asset Credit at Ninety One Darpan Harar and Justin Jewell, Co-Heads of Multi Asset Credit at Ninety One, explain that while risks that...
The market is always right. Even when it is wrong
Nick Dennis, Fund Management at Anchor Capital Performance summary The first quarter of 2026 was challenging, with market conditions from November 2025 through mid-April 2026...
SA’s nature risk is mounting, but JSE companies are not keeping pace
Pavitray Pillay, Head of Business Development and Marketing at WWF South Africa An assessment of 20 large JSE-listed companies across the financial services, consumer goods and...
A soft inflation reading before the war shock bites
Sanisha Packirisamy, Chief Economist, and Tshiamo Masike, Economist, at Momentum Investments Read Momentum's full note here. ENDS
Oil shock may accelerate the shift to electrification – especially in emerging markets
Matt Christ, Emerging Market Transition Debt Portfolio Manager; Deirdre Cooper, Head of Sustainable Equity; at Ninety One A sustained oil price shock would have major impacts across...
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