Herman van Papendorp, Head of Investment Allocation at Momentum Investments February was again a good month for risk assets, with global property, South African (SA) equities and local...
Investment / Asset Management
AI, capital and conviction: the investment case behind the disruption
Mark Lovett, Head of Investments at Stanlib Asset Management A structural shift, not a passing trend Artificial intelligence has entered the global economy with unusual speed and...
The new commodity order: Geopolitics, AI and the scramble for resources
Paul Gooden, Head of Global Natural Resources, George Cheveley, Portfolio Manager, Global Natural Resources, Dawid Heyl, Portfolio Manager, Global Natural Resources; at Ninety One ...
Investing for real returns when markets are shaped by extremes
Rob Johnson, Head of Investments, Nedgroup Investments Global equity markets have always rewarded patience unevenly, and the past year has underscored how quickly fundamentals can be...
The Middle East conflict and its market implications
Chief Economist at PSG Financial Services, Johann Els What it means for South Africa The recent escalation in the Middle East has reintroduced a geopolitical risk premium into...
Navigating opportunity and risk in South Africa and Africa’s capital markets
Sydney Mhlarhi, Director at Tamela As South Africa and the broader African continent enter a period marked by political transitions, shifting global capital flows and renewed investor...
Business pulse: Sentiment up, but Middle East risks linger
Sanisha Packirisamy, Chief Economist & Tshiamo Masike, Economist at Momentum Investments Business confidence increased in the first quarter of 2026 but escalated conflict...
War in the Gulf
Sahil Mahtani, Investment Institute Director at Ninety One Two outsized geopolitical risks have been on the market's radar for years, though not always with equal prominence. The first...
Transition managers preserve value when changing portfolio strategies
Adam Bateman, Head of Business Development and Strategic Partnerships, Investor Services at Standard Bank Corporate and Investment Banking (CIB), and Kagiso Matlala, Equity Sales Trader at...
United States and Israeli strikes escalate Iran tensions into a regional crisis
Sanisha Packirisamy, Chief Economist, and Tshiamo Masike, Economist at Momentum Investments On 28 February, the United States (US) and Israel launched coordinated large-scale strikes...
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