Nthabiseng Thema, Partner at Summit Private Equity The case for engaging the financially excluded market South Africa has one of the most sophisticated financial systems in...
Investment / Asset Management
The Hormuz shock: When energy, food and chips all stop moving
Kyle Hulett, Co-Head: Investments at Sygnia Escalation between the US/Israel and Iran has driven crude oil to $120 per barrel (/bbl). Equity, currency and bond markets across Europe...
Emerging market private credit stands apart as cracks appear in US private credit
Alper Kilic, Head of Alternative Credit, Nathaniel Micklem, Co-Head of Emerging Market Alternative Debt; Martijn Proos, Co-Head of Emerging Market Alternative Debt; at Ninety One ...
EY warns of significant petrol and diesel price hikes for South Africa amid global tensions
Angelika Goliger, Africa Chief Economist, at EY Recent structural modelling from EY indicates that South African consumers and businesses face imminent and substantial fuel price...
Deal or no deal
Bianca Botes, Director at Citadel Global Last week was a week where nobody truly knew what was going on when it comes to the war in Iran. On Monday, United States (US) President,...
SARB hits pause on rate cuts amid rising global risks
Nolan Wapenaar, Head of Fixed Income/Co-CIO, at Anchor Capital We had expected the South African Reserve Bank (SARB) to resume its rate-cutting cycle at its 26 March meeting. However,...
The great debate: Private capital isn’t one asset class – or is it?
George Odo, Senior Partner and Managing Director for East and Southern Africa at AfricInvest; and Saad Sheikh, Partner and Co-Head of Debt Strategy at Enko Capital As private markets...
Is the Iran crisis an early 2020 moment for markets?
Sahil Mahtani, Director, Investment Institute at Ninety One At first glance, early 2020 may seem an odd analogy for the current moment. The Iran crisis of 2026 is not a natural...
Pre-SARB MPC Commentary: Albert Botha shares insights and outlook ahead of Thursday’s announcement
Albert Botha, Head of Fixed Income at Ashburton investments It is a tough week to be a central bank governor. Forces outside your control are conspiring to complicate your decisions,...
Fighting the next war
Izak Odendaal, Investment Strategist at Old Mutual Wealth It is often said that central banks fight the last war. This phrase takes on a different meaning when there is an actual war...
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