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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De Beers mothballs Venetia as diamond crisis deepens
The decision comes at an awful time for Anglo CEO…
PODCAST: ‘ListenUP!’ – South Africa’s three biggest problems, right now
Are South Africa’s biggest problems really poverty, inequality and unemployment?…
Beneficiation is not a spell
There’s something to be said for moving from quarry to…
Africa is blockchain’s most mispriced market
Africa is generating record blockchain deal activity, but its share…
