LATEST INSIGHTS
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...
Turning Potential into Power: Africa’s Rise as a Global Growth and Investment Frontier
- Casey Sprake, Economist
Africa is not a monolith, but a continent of striking contrasts and interconnected possibilities. It encompasses everything from mineral-rich highlands and expansive agricultural zones to...
SA 1Q25 GDP: Weakening growth amid elevated uncertainty
- Casey Sprake, Economist
The South African (SA) economy managed to just stay afloat in 1Q25 as GDP rose by a meagre 0.1% QoQ on a seasonally adjusted basis,...
May local commentary: The JSE follows global equity markets higher
- Peter Little, Fund Management
South African (SA) equity markets followed global equity markets higher in May (FTSE/JSE Capped SWIX Index +3% MoM). Gold stocks have buoyed the performance of...
May global commentary: DM equities post best monthly return in 18 months
- Peter Little, Fund Management
Developed market (DM) equities climbed back into positive territory for the year (MSCI World Index +5.2% YTD) with the best monthly return in eighteen months...
The TACO trade takes hold with global markets and the JSE rising in May despite ongoing Trump tariff uncertainties
- Marco de Matos, Research
US and global equity markets (MSCI World +6.0% MoM/+5.2% YTD) ended a volatile month stronger despite bumps along the way as investors looked past trade...
SARB Delivers Dovish Rate Cut Amid Easing Inflation and a Weak Growth Outlook
- Casey Sprake, Economist
At its 29 May 2025 meeting, the South African Reserve Bank’s (SARB) Monetary Policy Committee (MPC) lowered the repo rate by 25 bpts – in...
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...
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...
