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...
Webinar – Where the Money will be Made 2Q25
On Tuesday (6 May), Anchor hosted its quarterly Where The Money Will Be Made (WTMWBM) webinar, where we discussed our latest strategy report, The Navigator...
SA’s March food inflation outlook: Mild gains, maize relief, and market uncertainty
- Casey Sprake, Economist
South Africa’s (SA) March headline Consumer Price Index (CPI) inflation data, released on 23 April, surprised on the downside, coming in at 2.7% YoY –...
April local commentary: Despite an initial tariff-induced rout, the JSE rallies to end the month comfortably in positive territory
- Peter Little, Fund Management
South African (SA) equity markets plunged at the start of April, falling c. 14% in the days following the US announcement of sweeping trade tariffs,...
April global commentary: A volatile month driven by geopolitical events, particularly US tariffs
- Peter Little, Fund Management
Developed market (DM) equities posted a modest gain in April (MSCI World index +0.9% MoM). The month was marked by significant volatility, primarily driven by...
As the Trump trade tanks and tariff turmoil causes markets to slump, the JSE rebounds and ends April higher
- Marco de Matos, Research
Global equity markets plunged after US President Donald Trump’s tariff announcement on 2 April, with many countries vowing to introduce retaliatory measures. Adding to the...
The Navigator – Anchor’s Strategy and Asset Allocation, 2Q25
- The Anchor Investment Team
The Navigator is Anchor’s quarterly review of the major themes affecting markets and gives an overview of our current strategy and asset allocation. Click here...
Anchor Asset allocation summary, 2Q25
- The Anchor Investment Team
Recent weeks (early April 2025) have been dominated by the more aggressive-than-expected approach taken by Trump towards implementing tariffs and the fractures within SA’s GNU...
STRATEGY AND ASSET ALLOCATION, 2Q25
- The Anchor Investment Team
ECONOMICS As we enter 2Q25, the global economy is at a critical juncture, reshaped by rapidly rising trade tensions, escalating inflation risks, and a growing...
