Highlights from the recent SA Venture Capital and Private Equity Association (SAVCA) PE Connect event Southern Africa’s private equity (PE) industry remains cautiously optimistic,...
Investment / Asset Management
Is all that glitters gold?
Umar-Farooq Kagee, investment analyst at Allan Gray South Africans are no strangers to gold. After it was discovered in the Witwatersrand in 1886, gold has played a pivotal role in...
Interest rate uncertainty
Izak Odendaal, Investment Strategist at Old Mutual Wealth Traditionally, central banks have been thought of as staid, conservative institutions while most people found monetary policy,...
The fixed income opportunity
Farzana Bayat, Portfolio Manager at Foord Asset Management Rising debt burdens across developed and emerging markets are reshaping the fixed income landscape. In the United States,...
South African Reserve Bank holds rates steady amid mixed market expectations
Maarten Ackerman, Chief Economist at Citadel The South African Reserve Bank (SARB) decided to keep interest rates on hold today, despite a near-even split in market expectations. While...
US-China tension puts SA jobs and growth at risk
Thalia Petousis, portfolio manager at Allan Gray, and Isaah Mhlanga, chief economist and head of Global Market Research at RMB Escalating tensions between global superpowers are...
Pre-MPC Commentary from Albert Botha, head of Fixed Income at Ashburton Investments
Albert Botha, Head of Fixed Income at Ashburton Investments There has been no shortage of ink spilled on the “will they, won’t they” debate surrounding expected changes in interest...
SA shows resilient Q2 2025 economic recovery amidst global headwinds
Angelika Goliger, Chief Africa Economist at EY South Africa’s economy demonstrated a broad-based recovery in the second quarter of 2025, with a 0.8% GDP growth, accelerating from the...
EPPF’s 75th anniversary: Beyond Tomorrow Breakfast spotlights sustainability as the heart of investment and impact
Leon Greyling, COO of EBnet In a vibrant gathering that blended reflection with forward momentum, EPPF celebrated its 75th anniversary with the Beyond Tomorrow with EPPF Breakfast this...
SA’s 2025 fiscal uncertainty takes a toll on SME confidence
David Morobe, Executive General Manager: Impact Investing at Business Partners Limited After starting the year on an optimistic note, South African small and medium enterprises (SMEs)...
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