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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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?…
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Trust issues: competition watchdog under fire
The Constitutional Court’s banks ruling has intensified scrutiny of a…
America, f*ck yeah!
America has used its advantages brilliantly, often brutally. There is…
Hunter hunted as Steinhoff curse strikes
There’s no little irony as a UK court reveals a…
A review of Tambourine, and the economics of caring
A review of Tambourine, Cape Town’s farm-to-table restaurant linked to…
