Poobalan Govender, Head of Structured Investments at Momentum Corporate South Africa’s carbon credit market has historically functioned on the fringes of the financial system. Despite...
Investment / Asset Management
How electricity reform and market shifts are shaping renewable energy in 2026
Andre Nepgen, CEO of Discovery Green South Africa’s renewable energy market is entering a new phase in 2026 as electricity reform moves into implementation, wheeling models mature, and...
EM Alternative Credit 2026 Outlook: An abundance of untapped opportunities
Alper Kilic, Head of Alternative Credit at Ninety One This increasingly in-focus part of the global private credit market – where lenders can command attractive deal terms and strong...
Private Equity 2026: Where are the opportunities in a volatile world?
Benjamin Alt, Head of Global Private Equity Portfolios, Schroders Resilience amid geopolitical uncertainty Private equity has often been perceived as relatively insulated from...
Taking flight and taking fright
Izak Odendaal, Investment Strategist at Old Mutual Wealth On the 9th of February 1969, the Boeing 747 took its maiden flight. It entered full commercial service the following year....
Water infrastructure – treasury reform is enabling faster, streamlined investment
Chito Siame, Head: Private Equity, Mergence Investment Managers South Africa’s water crisis has emerged as a defining test for both the state and long-term investors. Ageing and...
The integral role of ESG principles in evaluating asset managers
Leon Greyling, Chairman: Motswedi Investment Committee As a “retired” investment consultant advising institutional investors on multi-manager portfolios, I've witnessed a profound...
Markets at a glance – January 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 31 January 2026,...
Commodity markets surge on geopolitical tensions and policy uncertainty
Kyle Hulett, Co-Head: Investments at Sygnia Metal and energy prices surged in January as investors navigated multiple global crises. Gold, silver, platinum, copper and tin reached new...
Recoupling, but on uneven terms
Marie Antelme, Economist at Coronation Fund Managers The global economy enters 2026 at a sensitive inflexion point. Growth has proven to be unexpectedly resilient through one of the...
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