If the oil runs out …
The oil market will run out of road by early August. Which means we need a diplomatic solution to Iran – fast…
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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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Record assets mask a structural flight to safety: as GDP stagnates and investors flee local equities, boutiques are merging not to thrive – but…
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African shares are set for another humdinger year
A weaker dollar and bargain-basement valuations could again herald bumper returns in 2026…
How I spend my currency … with David Shapiro
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Show ponies, thoroughbreds and bucking broncos: our 2026 stock picks
This is the Year of the Horse. Team Currency has brushed down the stable door and picked what we hope will be a portfolio…
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…
Are today’s ‘safest’ equity bets tomorrow’s risks?
Markets are treating AI-driven cyclicals as defensive while ignoring genuinely stable businesses. When capex slows, those assumptions may not hold…
Alternative investments: time to look beyond the stock market?
Alternative investments are a new(ish) asset class for most South Africans – and becoming increasingly prominent in investor portfolios…
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South Africa, we are in terminal trouble
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