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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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…
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…
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?…
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…
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…
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Motsepe’s ARC ruled not liable for breach in Pula dispute
ARC has won a legal battle against Pula in South…
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Pheladi Sethusa’s new podcast does a dive into South African…
Emergency savings: The boring habit that pays off
Research shows 87% of South Africans lack adequate emergency savings.…
US pivots to economic warfare on Iran
From dropping bombs to pressuring banks, the US is upping…
