Breaking bad: why rising bond yields should scare you
Bond yields are at levels last seen in the 2007 crisis. Equities are at record highs. One of these markets is wrong – and…
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Why Godongwana had to rebuke Morero on Joburg’s debt crisis
Fund manager Ian Scott argues Joburg should be priced deep in junk. The finance minister’s letter to the mayor just made his case…
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…
What you need to know about bonds, now
Markets are bouncing back from the brink thanks to a two-week ceasefire in the Gulf, and this may be an ideal time to buy…
Phew! Relief at the fuel pumps, but rate risks linger
Godongwana’s fuel relief buys policymakers breathing room, but economists warn the inflation risk isn’t gone – just deferred…
Smart trade for the Gulf meltdown: don’t look
Local analysts and fund managers share how to navigate markets after the Middle East war drove the JSE 5.5% lower…
Budget 2026: fiscal restraint, financial opportunity
Treasury’s restraint brings modest tax relief and a firmer debt path. For investors, the opportunity is to channel extra cash into savings and bonds…
Godongwana’s rosiest budget yet – but watch for the sting
Godongwana is getting his first budget tailwind – but bracket creep relief and higher revenue come with a Sars enforcement drive that taxpayers will…
Bond maven, author, investing evangelist: Cartesian’s Anthea Gardner
The fixed-income specialist spills the beans on why she loves bonds, actively managed ETFs, and her 12-year-old Honda Jazz…
High yields, less drama: the case for South African bonds
After a period where local income funds delivered double-digit returns and outperformed benchmarks, investors are asking: what comes next?…
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Trust issues: competition watchdog under fire
The Constitutional Court’s banks ruling has intensified scrutiny of a…
America, f*ck yeah!
America has used its advantages brilliantly, often brutally. There is…
Hunter hunted as Steinhoff curse strikes
There’s no little irony as a UK court reveals a…
A review of Tambourine, and the economics of caring
A review of Tambourine, Cape Town’s farm-to-table restaurant linked to…
