LATEST RESEARCH & INSIGHTS
Anchor rand view: Rand under pressure as geopolitical tensions drive oil higher
- Nolan Wapenaar, Co-Chief Investment Officer/Head of Fixed Income
Figure 1: Rand vs the US dollar Source: Anchor The escalation of military conflict involving the US, Israel and Iran at the end of February...
February local commentary: The JSE’s outperformance continues amid precious metals rally
- Peter Little, Fund Management
South African (SA) equities once again found themselves at the front of the pack in February (FTSE/JSE Capped All Share +7.2% MoM). YTD gains of...
February global commentary: Equity markets digest AI sentiment, rotation and macro signals
- Peter Little, Fund Management
Global equity markets delivered an eleventh consecutive monthly gain (MSCI World +0.8% MoM) despite a drawdown in US stocks (S&P 500 -0.8% MoM). The rotation...
Nerves, noise and a late comeback on global markets in February as resources reasserted control on the JSE
- Marco de Matos, Research
Most major global equity markets delivered a mixed but resilient performance in February (MSCI World +0.8% MoM/+3.0% YTD) with major indices oscillating between losses and...
SA Budget 2026: A Commodity-Fuelled Tax Bonanza Brings Respite
- Nolan Wapenaar, Head of Fixed Income and Co-CIO
Finance Minister Enoch Godongwana presented South Africa’s (SA) 2026/2027 Budget on 25 February against a more constructive backdrop than last year, when National Treasury (NT)...
Something big is happening – How AI is Changing the Investment World Webinar
- The Anchor Investment Team
On 24 February, Anchor Capital hosted a webinar entitled Something big is happening: How AI is changing the investment world, where our experts explored the...
Anchor’s 2026 Budget wish list
- Nolan Wapenaar, Head of Fixed Income and Co-CIO
On 25 February, South Africa’s (SA) Minister of Finance Enoch Godongwana will deliver the 2026 Budget Speech to the National Assembly. This year’s budget is...
Japan: Repricing risk, not a fiscal crisis
- Lelethu Poswa, Fund Management
The recent rise in Japanese government bond (JGB) yields and yen weakness has reignited concerns about a potential fiscal crisis. In our view, these fears...
Investing in the other 99%: Why offshore and alternatives should matter for South African investors
- Darryl Hannington, Head of Portfolio Management
Your browser does not support the audio element. Listen to article This content is generated by AI. Generative AI is experimental –:– 0:00 –:– Speed...
