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…
Suggestions
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…
Grim truth behind South Africa’s asset management consolidation
Record assets mask a structural flight to safety: as GDP stagnates and investors flee local equities, boutiques are merging not to thrive – but…
The engineer and the market: Chetan Ramlall
How to keep a cool head in asset management when the market has succumbed to emotion and bias…
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
‘If you can’t do it in 20 stocks, you’re not going to do it in 200’ – Sasfin Wealth’s chief global equity strategist shares…
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…
Most Read
Ti Amo: why we love this Joburg bakery and restaurant
From its Sandhurst Shell garage shop to Parktown North’s new…
The Friday song (on a Sunday): ‘Paul’s Pal’ by Sonny Rollins
Mark Rosin’s tribute to Sonny Rollins, the jazz titan behind…
‘Don’t trap our money’, say South Africa’s money managers
Should the cap on retirement savings invested offshore be lowered…
Kganyago hikes rates — but bets are off from here
The SARB hiked 25bps to 7% but debated 50 –…
