The Hormuz shock didn’t break markets – it repriced them
Oil is still flowing – but at a higher structural cost. This is what the Hormuz repricing means for inflation, rate expectations and bonds…
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Reframing fixed income: a world where old rules are no longer fixed
In recent years, the volatility of asset classes typically regarded as “risk free”, such as UK Gilts, German Bunds and US Treasuries, has shifted…
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Mining DG cool on DTIC’s forced mining beneficiation plan
The industrial development strategy has exposed overlapping departmental ambitions, different…
Virtual AGMs: dialling down shareholder democracy
The virtual-only AGM had its heyday during Covid. But it’s…
PPC’s comeback starts to cement itself
PPC’s CEO argues there’s still value in squeezing the business…
Renewables: plugging the localisation gap
Billions are flowing into South Africa’s green economy. But are…
