George Cheveley, Natural Resources Portfolio Manager; Paul Gooden, Natural Resources Portfolio Manager; Dawid Heyl, Natural Resources Portfolio Manager at Ninety One Commodities enter...
Investment / Asset Management
Lowering South Africa’s inflation target: What it means for investors
Eugene Botha, Head: Research Hive at Momentum Investments South Africa’s inflation-targeting regime, introduced in 2000, has been a cornerstone of monetary policy for 25 years. Moving...
Many happy returns
Izak Odendaal, Investment Strategist at Old Mutual Wealth The first 19 days of January have produced enough topics for several newsletters, including Venezuela, Iran, Greenland, and...
The debate is over: Time in the investment market triumphs over timing the market
Stefan Cloete, Junior Research & Investment Analyst at Glacier by Sanlam The importance of compounding interest can never be underestimated, and it’s frequently hailed as a potent...
Trump’s January actions reshape global risk
Bianca Botes, Director at Citadel Global This year, 2026, opened with a cascade of United States (US)-related geopolitical developments that are reshaping risk sentiment across global...
2025 market review: Strong returns in a volatile world
Charles de Kock, Portfolio Manager at Coronation 2025 was a good year for equity investors. After the sharp correction in global markets in April following the initial “Liberation Day”...
December 2025 Market review
Janca Steenkamp, Investment Strategist at Nedbank Private Wealth Investment Research and Fund Management INTERNATIONAL OVERVIEW Maintaining Altitude Global equities ended...
Building South Africa’s next chapter through sustainable infrastructure
Vishaal Lutchman, CEO of the GIBB Group As nations and industries shift from ambition to execution in sustainability strategies, South Africa stands at a pivotal moment to redefine...
An emerging market debt investor’s navigation guide for 2026
Peter Kent, Co-Head of Fixed Income; Victoria Harling, Co-Head of EM Corporate Debt & CIO-Middle East; Thys Louw, EM Fixed Income Portfolio Manager; Alan Siow, Co-Head of EM Corporate...
Looking ahead: Can economic and market strength repeat in 2026?
Sebastian Mullins, Head of Multi-Asset and Fixed Income, Schroders Australia Global growth continued to improve throughout 2025, with the latest reading of 3.4% according to the...
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