LATEST INSIGHTS
Slow climb: SA food prices on the rise amid global shifts
- Casey Sprake, Investment Analyst – Fixed Income
In September 2024, the UN Food and Agriculture Organization’s (FAO) Global Food Price Index (FFPI), the benchmark for global food commodity prices, experienced its fastest...
September local commentary: SA equities extend post-election rally as China’s stimulus package gives the JSE a major boost
- Peter Little, Fund Management
South African (SA) equities extended their post-election rally, with the FTSE/JSE Capped SWIX Index (+4% MoM) now up 16% YTD, with most of that performance...
September global commentary: The Fed rate cut and China’s stimulus push drive investor optimism
- Peter Little, Fund Management
Developed market (DM) equities continued their strong run (MSCI World Index +1.9% MoM), leaving the global equity benchmark up 33% YoY with only two negative...
Most global markets and the JSE close September higher as China stimulus measures and rate cuts buoy markets
- Marco de Matos, Research
US markets had a difficult start to a historically challenging month for equities, retreating in the first week of September but rebounding as buy-the-dip interest...
Lifelines across borders: The vital role of personal remittances in the global economy
- Casey Sprake, Investment Analyst – Fixed Income
Over the past few decades, the global flow of personal remittances has emerged as a critical component of the global economy, playing a pivotal role...
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 rand view: The Hare and the Tortoise
- Nolan Wapenaar, Co-Chief Investment Officer/Head of Fixed Income
Figure 1: Rand vs the US dollar Source: Anchor The rand has strengthened to R17.50/US$1 over recent weeks as the inevitability of domestic and global...
As the latest inflation data print lower, the SARB finally commences a much-anticipated easing cycle
- Casey Sprake, Investment Analyst – Fixed Income
Amid a streak of positive developments for South Africans, August inflation, as measured by the Consumer Price Index (CPI), revealed a continuation of the disinflationary...
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...
