LATEST INSIGHTS
Global Harvests, Local Headaches: July’s Food Inflation Uptick
- Casey Sprake, Economist
South Africa’s (SA) consumer price inflation (CPI) edged higher in July, underscoring the fragile balance between moderating price pressures earlier in the year and new...
August global commentary: DM equities continue to grind higher
- Peter Little, Fund Management
Developed market (DM) equities continued to grind higher (MSCI World Index +2.6% MoM), leaving them 14% up two-thirds of the way through 2025. Healthcare stocks...
August local commentary: Gold miners drive the JSE’s sixth consecutive positive monthly return
- Peter Little, Fund Management
South African (SA) equity markets delivered a sixth consecutive positive monthly return (FTSE/JSE Capped SWIX Index +3.5% MoM), leaving the local bourse 22.3% higher YTD....
Most global markets extend their gains in August, while the commodity rally continues to lift the JSE
- Marco de Matos, Research
Despite trade tensions continuing to weigh, most major global equity markets recorded good gains in August (MSCI World +2.6% MoM/+14.1% YTD), supported by strong US...
Why Sudden Money Can Be Risky — And How to Protect Yours
- Mike Sithole - Wealth Management
There is an ancient belief in the “evil eye”, going back to 3,000 BC and Ancient Mesopotamia – the idea that being looked at with...
Coffee Table Economics with Anchor
- Casey Sprake, Economist
Coffee Table Economics (CTE) with Anchor, by Casey Sprake, is distributed periodically. CTE is a compilation of Casey’s research, analysis, and perspectives on key South...
Chasing 3%: Understanding South Africa’s inflation target debate
- Casey Sprake, Economist
South Africa’s (SA) monetary policy framework is at a critical juncture. For the past 25 years, the South African Reserve Bank (SARB) has operated under...
The return of price pressures: Why July’s inflation print matters for the SA economy
- Casey Sprake, Economist
South Africa’s (SA) consumer price inflation (CPI) edged higher in July, underscoring the fragile balance between moderating price pressures earlier in the year and new...
Coffee Table Economics with Anchor
- Casey Sprake, Economist
Coffee Table Economics (CTE) with Anchor, by Casey Sprake, is distributed periodically. CTE is a compilation of Casey’s research, analysis, and perspectives on key South...
