LATEST RESEARCH & INSIGHTS
Anchor Global Equity Fund 1Q26: The market is always right. Even when it is wrong
- Nick Dennis, Fund Management
Performance summary The first quarter of 2026 was challenging, with market conditions from November 2025 through mid-April 2026 reminiscent of a combination of late 2021...
March CPI: The calm before the energy shock?
- Nolan Wapenaar, Head of Fixed Income/Co-CIO
South Africa’s (SA) annual headline inflation rate, as measured by the Consumer Price Index (CPI), edged up to 3.1% YoY in March from 3.0% in...
The Navigator – Anchor’s Strategy and Asset Allocation, 2Q26
- 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, 2Q26
- The Anchor Investment Team
ASSET ALLOCATION SUMMARY Financial markets were shaken by the US and Israeli military strikes on Iran and Iran’s subsequent closure of the Strait of Hormuz,...
STRATEGY AND ASSET ALLOCATION, 2Q26
- The Anchor Investment Team
ECONOMICS The dominant theme for 1Q26 has been the US-led military campaign against Iran and its impact on global equity markets. The US/Israel alliance’s 28...
The missing consumer rand: How online gambling is draining SA retail
- Stephan Erasmus, CA(SA), CFA, CGMA Investment Analyst
For the past eighteen months, the investment case for South African (SA) focused equities has rested on a simple thesis. The end of loadshedding, the...
War shock vs structural opportunity: Why the case for EM bonds still holds
- Lelethu Poswa, Fund Management
The war between the US/Israel, and Iran has sent shockwaves through global financial markets, interrupting the recent broad rally in emerging market (EM) assets. In...
The hidden economics of US drug prices
- Sean Culverwell, CFA, Investment Analyst
By almost any measure, the US has the most complex and most expensive healthcare system in the developed world. Americans pay, on average, roughly three...
Navigating AI adoption at Anchor
- Brendan Gace, Head of Anchor Private Clients | Marieke de Kock, Compliance/Private Clients Operations
Artificial intelligence (AI) has rapidly become a core driver of business competitiveness. For investors, the question is no longer whether AI will matter, but how...
