LATEST INSIGHTS
SA November CPI rises less than expected as food inflation eases to its lowest level in c. 14 years
- Casey Sprake, Investment Analyst – Fixed Income
November inflation, as measured by the Consumer Price Index (CPI), came in at 2.9% YoY, up slightly from October’s 2.8% YoY print but remaining below...
Coffee Table Economics with Anchor
- Casey Sprake, Investment Analyst – Fixed Income
The Coffee Table Economics (CTE) with Anchor note by Casey Sprake is distributed intermittently. It is a collection of Casey’s thoughts and perspectives on key...
Anchor’s global stock picks for 2025
- The Anchor Investment Team
In this note, the Anchor investment team highlights a selection of global equities worth watching in the year ahead (the chosen shares are discussed alphabetically)....
Anchor’s local stock picks for 2025
- The Anchor Investment Team
In this note, the Anchor investment team highlights a selection of JSE-listed companies that we believe are worth watching in the year ahead (the chosen...
November local commentary: The JSE declines for a second consecutive month
- Peter Little, Fund Management
South African (SA) equity markets fell for a second consecutive month (FTSE/JSE Capped SWIX Index -0.9% MoM), with the JSE weighed down by investment companies...
November global commentary: US equity markets drive global returns following the US election outcome
- Peter Little, Fund Management
Developed market (DM) equities returned to their winning ways in November (MSCI World Index +4.6% MoM), bouncing back from an October wobble. November global equity...
SA 3Q24 GDP: Poor agricultural performance bursts the GNU optimism bubble
- Casey Sprake, Investment Analyst – Fixed Income
Despite an improvement in economic sentiment following the formation of the Government of National Unity (GNU), South Africa’s (SA) economy unexpectedly contracted in 3Q24. Gross...
A tough November for most global markets sees the US post record gains while the JSE ends in the red
- Marco de Matos, Research
November’s US Presidential Election saw Donald Trump emerge victorious, with Republicans winning control of the Senate and the House of Representatives. Trump’s victory saw US...
SA food prices: Caution ahead with looming festive season
- Casey Sprake, Investment Analyst – Fixed Income
In October 2024, the UN Food and Agriculture Organization’s (FAO) Global Food Price Index (FFPI), a key measure of global food commodity prices, averaged 127.4...
