Investment outlook 2026: Your risks and opportunities
Currency sifted through commentary from top fund managers and analysts to identify key investment trends for 2026 – views investors can use…
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South Africa wins a credit-rating upgrade: What comes next?
South Africa’s return to investment grade hinges on more economic reforms, less red tape, faster growth and political stability…
Why Africa pays more for its debt – and how to fix it
In the brutal maths of global finance, Africa loses out from weak data and governance at home, and warped perceptions abroad…
‘It’s bumpy’: Why markets keep surprising us
Markets are moving rapidly, driven by major macroeconomic shifts, a weak dollar and AI. Strategy demands nuance, patience and skill…
Bonds, banks are flavour of the month
Tariffs, market swings and GNU jitters rattle investors. But bonds and emerging markets offer value, so stay calm and don’t rush to switch your…
Blurred lines: The ‘EM-ification’ of developed markets
‘Political instability’, ‘rising populism’ and ‘unsustainable public finances’ are terms traditionally associated with emerging markets.…
Why fixed income still shines amid Trump 2.0 and GNU
Trump 2.0. GNU jitters. Markets on edge. Bonds and cash are the grown-ups in the room, offering real returns when the world goes wobbly…
Why SA Inc is tipped to outshine Wall Street
South African markets are on the rise. With strong earnings growth and investor optimism, could SA stocks and bonds outperform global markets?…
What South Africa’s largest fund is buying now
Kabelo Rikhotso, the chief investment officer of South Africa’s largest pension fund manager, the Public Investment Corporation, says that if he could, he’d buy…
Go long! There’s still (some) money to be made in bonds
The rand, which has already strengthened to its strongest level in 18 months, could gain more ground – provided the government can sustain the…
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Why Spar should not be listed on the JSE
Spar is its network of independent retailers. But their rights…
Carpe per diem: how Brics has lost its clout
The gathering of the Brics foreign ministers in New Delhi…
Real Politics: the ANC can’t afford to lose Ramaphosa
The NEC has closed ranks behind Ramaphosa after the Phala…
The legal problem with Treasury’s new capital controls
New exchange control proposals depend heavily on discretionary approvals and…
