Sahil Mahtani, Head of Macro Research at Ninety One’s Investment Institute The general belief in US exceptionalism – the expected outperformance of the US economy and therefore US risk...
Investment / Asset Management
The decarbonisation versus deregulation dilemma
Premal Ranchod, Head of ESG Research, and Mpho Molopyane, Chief Economist, at Alexforbes The global transition to net-zero faces a critical crossroads, caught between the push for...
Is ESG dead? Why Trump’s exit from SA’s JET is a wake-up call for SA businesses
Mila Vicquery, General Manager of Sustainability at Energy Partners The recent withdrawal of the United States from South Africa’s Just Energy Transition (JET) partnership is another...
Beyond numbers: South Africa’s budget as a blueprint for aspiration, equity and renewal
Miyelani Holeni, Group Chief Advisor at Ntiyiso Consulting Group A national budget is often dismissed as a series of promises and colossal figures recited by a country’s Minister of...
The Deepseek Effect
Sean Neethling, Head of Investments at Morningstar Investment Management South Africa Financial markets are prone to look for news that has the potential to trigger shifts in investor...
External trade trends – first quarter 2025
Sanisha Packirisamy, Chief Economist at Momentum So what? South Africa’s (SA’s) current account deficit narrowed at 0.4% of GDP in the fourth quarter of 2024 (0.8% in the third...
Q4 GDP 2025: South Africa avoids recession, but growth remains weak
Maarten Ackerman, Chief Economist at Citadel Investment Services South Africa’s Gross Domestic Product (GDP) for Q4 2025 has been released, revealing a year-on-year growth rate of...
Who is at risk from tariffs and what do they mean for equity markets?
Andrew Rymer, CFA, Senior Strategist, Strategic Research Unit at Schroders There is a new sheriff in town. Global investors have been digesting the change in policy direction after...
To increase VAT or not to – that is the question
Haroon Bhorat, Chair: Investment Committee at Sygnia One of the worst kept Budget secrets in recent times – perhaps a sign of the challenges of an undisciplined government of national...
Making America guess again?
Izak Odendaal, Investment Strategist at Old Mutual Wealth The past five to ten years have seen tremendous change across the world, politically, economically and socially. Wars,...
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