Philip Saunders, Director, Investment Institute, and Sahil Mahtani, Director, Investment Institute, at Ninety One After a disorienting 12 months, in 2026 investors should position for...
Investment / Asset Management
The rise of balanced actively managed ETFs in South Africa
Niki Giles, Head of Strategy at Prescient Fund Services South Africa’s exchange traded fund (ETF) market has entered a new phase. Historically dominated by passive, index-tracking...
Unlocking growth: Why emerging economies must channel private capital into private markets and infrastructure
Leon Greyling, Chairman of the Investment Committee at Motswedi Economic Transformation Specialists In an era of rapid urbanisation, climate challenges and technological disruption,...
How structure shapes returns in SA’s private markets
Lungi Gwente, Corporate FInance & Mezzanine Debt Associate at Tamela Closed-ended funds are structured with fixed life cycles, typically seven to 10 years, which naturally enforce...
A fragile world, a firmer rand: what 2026 means for SA consumers and investors
Sanisha Packirisamy, Chief Investment Economist at Momentum Investments Global growth has proven sturdier than feared despite a harsher trade regime, but remains pedestrian by...
December local commentary: JSE shines as 2025 ends on a high note
Peter Little, Global Multi-Asset Class Investments Fund Management at Anchor Capital The JSE delivered the strongest performance among major global equity markets in December, with the...
Three ways private equity can drive transformation in SA
Mbongeni Madonsela, Partner at Resolve Private capital remains one of South Africa’s most effective levers for accelerating transformation within established companies, particularly in...
November CPI surprise strengthens case for 2026 rate cuts
Sanisha Packirisamy, Chief Economist at Momentum Investments Read Momentum's full report here. ENDS
From grey list to growth: how South Africa is shaping up for 2026
Adriaan Pask, Chief Investment Officer at PSG Wealth Over short periods, markets can be unpredictable, and 2025 was no exception. We expected a volatile year, and that has certainly...
Hot, cold and just right
Izak Odendaal, Investment Strategist at Old Mutual Wealth Congratulations, you’ve almost reached the end of a remarkable year. It will mostly be remembered for wild policy shifts as US...
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