Ben Meyer, Managing Director at Prescient Capital Markets The evolution of financial markets is often shaped by regulatory reforms, which can either accelerate or hinder growth. A...
Investment / Asset Management
The upside of down – Finding opportunities in times of turbulence and uncertainty
Debra Slabber, Director: Portfolio Specialist at Morningstar South Africa 2025 started off on an interesting, somewhat different note than most investors anticipated. There are signs...
Could the “R” word rear its ugly head soon?
Johann Els, Group Chief Economist at Old Mutual The recent tariff announcement - dubbed “Liberation Day” - by the United States, has sent shockwaves through global markets. While...
Liberation Day becomes Obliteration Week
Iain Anderson, Head: Investments at Sygnia Global stock markets are currently experiencing one of the fastest downturns in history, with major indices across Asia, Europe and the...
Tariffs, turmoil and trade-offs
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth South African investors have been hit by a double whammy of geopolitical and domestic political uncertainty. Neither is...
The role that African financial markets can play in the integration and development of the continent
Sola Adegbesan, Head of Global Markets Africa at Standard Bank As per the old Chinese adage “may you live in interesting times”. I think most people would agree that in recent years we...
Guidance on recent US tariff announcements – the importance of staying the course
Jaco-Chris Koorts, Portfolio Manager at Glacier Invest The US administration has declared sweeping import tariffs under the banner of “Liberation Day”, effective as follows: 10%...
“Liberation Day”: inflation up, growth down – and a huge dollop of uncertainty
Johanna Kyrklund, Group Chief Investment Officer, and George Brown, Economist, at Schroders In response to international trade tariffs announced last week, Johanna Kyrklund, Group...
SA’s exclusion from Agoa not as catastrophic as many think, says Old Mutual Investment Group
Meryl Pick, Head of Equities, and Siboniso Nxumalo, Chief Investment Officer, at Old Mutual Investment Group With the announcement of reciprocal tariffs that affect all major US...
Bonds hang in the balance, waiting for a budget resolution
Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers Finalisation of the budget may take some time. While this has always been the case, prior to the GNU...
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