LATEST INSIGHTS
The Navigator – Anchor’s Strategy and Asset Allocation, 3Q25
- 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, 3Q25
- The Anchor Investment Team
Recent weeks have been dominated by a softening of the initial tariff stance taken by the US and calming of geopolitical tensions that had been...
STRATEGY AND ASSET ALLOCATION, 3Q25
- The Anchor Investment Team
ECONOMICS The return of US President Donald Trump to office has indeed brought about exactly what many had anticipated: a surge in policy uncertainty and...
Beyond stocks and bonds: Embracing alternative investments
- Deon Katz, Head of Private Capital/ Michael Ncube, Private Capital Associate
Introduction In today’s fast-changing investment world, shaped by volatility, inflationary pressures, and shifting global dynamics, traditional portfolios built solely on stocks and bonds are being...
Is the US dollar losing its dominance?
- Lelethu Poswa, Fund Management
Market participants are once again concerned about the US dollar’s role as the world’s dominant reserve currency. For decades, the dollar has stood as the...
Anchored, but not Anchored down
- Neil Brown, Head of Anchor Asset Management (AAM)
Business bodies I was never going to be an Olympic gymnast. In fact, I was never going to be a gymnast at all. You see,...
Why diversification still matters—even in the age of equity market superstars
- Mike Sithole, Portfolio Management
Shortly after US President Donald Trump’s initial tariff announcement on 2 April 2025, a financial advisor called me in a panic. One of his clients,...
Essential considerations when drafting a will
- Di Haiden, CEO: Robert Cowen Investments
In our 2Q25 Navigator article entitled Estates: Are you prepared for a ‘What If’ event and what happens thereafter?, dated 24 April 2025, we looked...
June local commentary: The JSE records solid monthly and 1H25 gains buoyed by precious metal miners
- Peter Little, Fund Management
South African (SA) equity markets had a solid end to 1H25 (FTSE/JSE Capped SWIX Index +2.2% MoM), leaving the local bourse up 16% YTD. Gold...
