Trump and the shifting paradigm
Dissecting the Trump administration is complicated. But it’s clear the US no longer has the power, or money, to maintain its dominance…
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Is the ‘US exceptionalism’ trade over?
The US market has fallen out of bed with a thud thanks to Trump’s on-off tariffs. Is now the time to switch out of…
A geopolitical wrecking ball
The widening rift between America and Europe is SA’s to grasp – both to mend its relationship with the US, and to hold its…
If Putin and Trump had a baby …
If Putin and Trump had a baby it might look like Rwanda’s Paul Kagame: a leader with imperialist ambitions and a tenuous relationship with…
Hope is not a strategy in a new Trump world
Donald Trump is no joke. The unpredictability of his presidency is terrible for investment and policy planning – and SA is not immune…
How high will gold go?
Gold has two qualities that make it different from copper, iron ore and lithium. The first is that it’s rustless. It doesn’t degrade over…
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How to start saving on any salary
A financial planner admits he didn’t follow his own advice…
With a US recession around the corner, where are the adults?
There will be a recession in the US, not because…
Going for a steal: Why ARC wants out
The decision to bail marks an ignominious end to what…
PPPs to the rescue? Not quite yet
South Africa needs massive investment to meet its infrastructure goals.…
