Duncan Lamont, CFA, Head of Strategic Research at Schroders At one stage in April, the global stock market (MSCI ACWI index) had slumped nearly 20% in dollar and sterling terms,...
Investment / Asset Management
Markets at a Glance – November 2025
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 November 2025,...
Bitcoin’s Black Friday
Izak Odendaal, Investment Strategist at Old Mutual Wealth It was expected to be a strong year for Bitcoin and the broader crypto world. Donald Trump’s second presidency is considered...
The often overlooked Medium Term Budget Policy Statement (MTBPS): What did it tell us?
Haroon Bhorat Chair: Investment Committee at Sygnia The media coverage of the MTBPS is completely overshadowed by the full Budget that follows it. Yet the MTBPS – at least in a...
Coffee Table Economics with Anchor
Casey Sprake, Economist at Anchor Capital A measured turn: SA’s 2025 MTBPS angles towards fiscal credibility SA’s 2025 MTBPS, delivered on 12 November, arrived amid a more...
Retirements at risk: when “responsible” investing isn’t
Karishma Bhoolio, Senior Climate Risk Analyst at Just Share For most South Africans, pensions are their largest asset, yet few know where their money is invested. Retirement savings...
Financial stability review: Financial system resilience holds firm amid geopolitical and policy risks
Sanisha Packirisamy, Chief Economist at Momentum Investments For the full report, click here ENDS
Despite the U.S. boycott, the G20 was ultimately a triumph for SA and Africa
Hugh Hacking, Executive Head of Structured Investments and Annuities at Momentum Corporate The recent G20 summit in Johannesburg, which included a final declaration, transcended the...
Emerging Markets: From periphery to powerhouse
Grant Webster, Alan Siow, Matt Christ, Varun Laijawalla & Jaspal Boparai, from Ninety One There has been a marked shift in perspective among asset allocators this year. As risks in...
Santa SARB delivers festive cheer
Izak Odendaal, Investment Strategist at Old Mutual Wealth As the year draws to a close, many of us are reflecting on our achievements in 2025 and looking forward to a well-deserved...
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