Bianca Botes, Director at Citadel Global In a week that has been circled on calendars for months, the world’s four most closely watched central banks met in the same seven-day window...
Beyond productivity: AI’s structural shift in active management
Pablo Riveroll, Fund Manager & Global Head of Equities Research; & Charlotte Wood, Head of Innovation and Fintech Alliances; at Schroders The active management industry is entering...
CPI for February 2026
Reza Hendrickse, Portfolio Manager at PPS Investments Annual consumer inflation slowed meaningfully to 3.0% y/y in February, down from 3.5% in January, marking a renewed move toward...
Rising oil prices = Rising inflation and rising interest rates
Bianca Botes, Director at Citadel Global Two weeks into Operation Epic Fury has seen the global energy market swing between severe supply shock and brief relief, before returning to...
Safe havens are changing – is your portfolio evolving too?
Kevin Cousins, Head of Research at PSG Asset Management Recent research by the IMF highlighted that global bonds have become less effective in mitigating volatility since the start of...
Iran conflict: Asset-allocation and macro views from Schroders
David Rees, Global Head of Economics, Malcolm Melville, Fund Manager, Philip Robotham, Head of Client Group, and Remi Olu-Pitan, Head of Multi-Asset Growth and Income, at Schroders 1....
Igniting Private Capital: Day 2 of SAVCA PE Conference 2026, by Nathalie Burrows, Editor at EBnet
Nathalie Burrows, Editor at EBnet Day 2 of the SAVCA PE Conference 2026 did not disappoint, with more thought provoking content and shared lessons. MC Nozipho Tshabalala kept things...
Rand under pressure as geopolitical tensions drive oil higher
Nolan Wapenaar, Co-Chief Investment Officer/Head of Fixed Income at Anchor Capital The escalation of military conflict involving the US, Israel and Iran at the end of February...
Unlocking Private Capital: Day 1 of SAVCA PE Conference 2026, by Nathalie Burrows, Editor at EBnet
Nathalie Burrows, Editor at EBnet The Century City Conference Centre in Cape Town was buzzing as over 700 delegates gathered at the 2026 SAVCA Private Equity Conference, which kicked...
South Africa’s growth shows green shoots, but structural challenges persist
Maarten Ackerman, Chief Economist at Citadel South Africa’s (SA) fourth‑quarter (Q4) gross domestic product (GDP) figures, released yesterday, show that the economy is expanding...
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