Grant Webster, Co-Head of EM Sovereign & FX, Alan Siow, Co-Head of Emerging Market Corporate Debt, Alper Kilic, Head of Alternative Credit, Varun Laijawalla, Co-Portfolio Manager,...
Investment / Asset Management
New to private assets? Here’s what you need to know
Nathalie Krekis, Portfolio Director, Cazenove Capital, part of the Schroders Group US policy changes create uncertainty Over the next few years, individual investors are expected to...
RisCura market commentary: April 2025
Teneille Troskie, Investment Research Analyst at RisCura Global Market Themes: President Trump’s surprise tariff announcement triggered global market volatility, with the VIX spiking...
National budget review 3.0 | Three strikes or a charm?
Sanisha Packirisamy, Chief Economist at Momentum Investments A larger primary surplus and a narrower deficit → but weaker economic outlook raises the debt ratio Although tax...
Budget 3.0 highlights
Izak Odendaal, Investment Strategist at Old Mutual Wealth Compared to the fireworks of the first two proposed Budgets the third version was decidedly uneventful. However, in this...
Budget 3.0: Large expenditure cuts needed to maintain fiscal consolidation
Johann Els, Chief Economist at the Old Mutual Group South Africa’s highly anticipated national budget trilogy finale will take place on 21 May and is likely to show a significant...
Inflation targeting: What it could mean for the rand and more
Bianca Botes, Director at Citadel Global A move by the South African Reserve Bank (SARB) and Treasury to lower the country's inflation target could have positive impacts on monetary...
Extreme outcome avoided
Izak Odendaal, Investment Strategist at Old Mutual Wealth Investors have suffered serious whiplash over the past five weeks. After shaking the foundation of the global trading system...
Staying ahead of global rate cuts: capturing yield in uncertain times
Adam Furlan, Portfolio Manager, and Jason Borbora-Sheen, Portfolio Manager, at Ninety One Global markets have been turbulent this year, amid escalating tariff tensions and concerns...
Navigating currency risk: Strategic solutions for South African businesses
Bianca Botes, Director at Citadel Global Foreign exchange (FX) risk has become a clear threat to globalised South African (SA) businesses that need to navigate increased trade...
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