Ania Strydom, Compliance Research Manager at PaySpace "The greatest glory in living lies not in never falling, but in rising every time we fall.” - Nelson Mandela. South Africa...
Investment / Asset Management
2025 National Budget: An extreme sport not for the faint-hearted
Nazrien Kader, Head of Tax at Old Mutual Group All eyes are firmly fixed on the Honourable Finance Minister Finance Enoch Godongwana as he prepares to deliver his 2025/26 Budget...
Budget predictions 2025: Three key focus areas that will dominate
Albert Botha, Head of Fixed Income at Ashburton Investments The upcoming South African budget speech represents a pivotal moment for the country, offering clarity on the government’s...
Discovery Invest 2025 market outlook: Business unusual
Kenny Rabson, CEO of Discovery Invest The global economy is witnessing stabilisation in key regions with above-trend growth in the United States (US) and a turning point in China’s...
No crystal ball required: Markets change, portfolios need to adapt but the long-term recipe stays the same
Roné Swanepoel Head of Sales & Debra Slabber Director: Portfolio Specialist at Morningstar South Africa Stock market forecasting should come with disclaimers like you would see in...
Investors should position themselves for pleasant surprises
Adriaan Pask, CIO at PSG Wealth As we reflect on 2024 and look toward 2025, one thing is clear: despite global and local challenges, South African investors have reason to be...
Budget 2025: Balancing a trifecta – growth, fiscal discipline and investor confidence
Maarten Ackerman, Chief Economist at Citadel Finance Minister, Enoch Godongwana will deliver South Africa’s 2025 National Budget Speech on 19 February 2025 against the backdrop of...
Thinking through the cacophony
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth To say that the last week was wild would be an understatement. We are only 18 days into the second Trump...
Trump’s on-off tariffs: the potential effects in the US and elsewhere
George Brown, Senior US Economist and David Rees Head of Global Economics at Schroders Global shares fell on Monday 3 February and the dollar rose following news that the US planned to...
Geo-economic confrontation: top risk facing global economy
Sanisha Packirisamy, Chief Economist at Momentum Investments The recent focus on tariffs, particularly in light of United States President Donald Trump's latest tweets regarding Canada...
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