Darpan Harar, Portfolio Manager, Multi Asset Credit, & Justin Jewell, Portfolio Manager, Multi Asset Credit; at Ninety One After a strong run for global credit markets in 2025,...
Investment / Asset Management
No interest rate cut but the scissors are still on the table
Sanisha Packirisamy, Chief Economist at Momentum Investments Read Momentum's full note on the MPC's decision here. ENDS
Attitudes, AI and the end of the old world order
Nick Dennis, Fund Management at Anchor Capital Two overarching themes are likely to dominate the investing landscape over 2026 and beyond: 1) the unstoppable rise of artificial...
Supporting small entrepreneurs for shared prosperity in South Africa
David Weil, Investment Committee Member at Motswedi Economic Transformation Specialists In South Africa's dynamic economy, small entrepreneurial firms play a vital role as drivers of...
Five forces that will shape the investment landscape in 2026
George Herman, Chief Investment Officer at Citadel While global investors may be entering 2026 with caution, South African (SA) investors could look forward to a 30-year high in...
Rare earths vs AI stocks: Why 2026 could favour the elements
Handré Retief, a Portfolio Manager at Novare Holdings Everyone’s chasing the AI boom, but the real long-term value may lie in the seldom-noticed supply chains underpinning it:...
Private market investments and the umbrella fund challenge
Raazia Ganie, Executive Head of Investments at NMG Benefits For many large employers offering retirement benefits, umbrella funds are a cornerstone of capital stability and growth. By...
The case for sub-R16.00/$ – and why it may not last
Bianca Botes, Director at Citadel Global The rand extended its winning streak this week, rallying to levels as strong as R16.12/$. A confluence of factors has aligned in the local...
The power of ‘I don’t know’: Investing in an age of AI uncertainty
James Bennett, Global Equity Analyst at Anchor Capital “I don’t know,” may be the three most liberating words in financial markets. I learned this in 1991 as a university...
Headline and core inflation inched higher in December
Sanisha Packirisamy, Chief Economist at Momentum Investments Headline inflation, as reported by Statistics (Stats) SA, rose to 3.6% y/y in December 2025 from 3.5% y/y in November,...
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