LATEST RESEARCH & INSIGHTS
Collateral damage: How Trump, Netanyahu, and Tehran’s March standoff left global markets and the JSE counting the cost
- Marco de Matos, Research
The US/Israel alliance’s 28 February strikes on Iran, interpreted by some observers as being influenced by political considerations rather than purely strategic necessity, triggered what...
How telecoms operators became Africa’s financial infrastructure
- Keagan Higgins, CGMA, ACMA, Investment Analyst
Africa has emerged as the global centre of mobile money, with more than US$1trn in transactions processed on the continent in the past year, around...
SARB hits pause on rate cuts amid rising global risks
- Nolan Wapenaar, Head of Fixed Income/Co-CIO
We had expected the South African Reserve Bank (SARB) to resume its rate-cutting cycle at its 26 March meeting. However, this was before the events...
How to Protect Your Payout for the Long Term
- Mike Sithole, Portfolio Management, CFA
Receiving a settlement after medical negligence or a personal injury can feel like a new beginning — a chance to rebuild, regain independence and secure...
Investment Options For Your Payout
- Mike Sithole, Portfolio Management, CFA
Your biggest fear as a recipient of a personal injury or medical negligence claim is likely the possibility of losing your payout due to bad...
Anchor rand view: From conflict to currency pressure
- Nolan Wapenaar, Co-Chief Investment Officer/Head of Fixed Income
Figure 1: Rand vs the US dollar Source: Anchor Capital The war between the US/Israel-led alliance and Iran continues to evolve, with tensions now centred...
February CPI: Cooling inflation meets rising oil risk
- Nolan Wapenaar, Head of Fixed Income/Co-CIO
South Africa’s (SA) annual inflation rate, as measured by the Consumer Price Index (CPI), slowed for a second consecutive month, easing to 3.0% in February...
Anchor rand view: Rand under pressure as geopolitical tensions drive oil higher
- Nolan Wapenaar, Co-Chief Investment Officer/Head of Fixed Income
Figure 1: Rand vs the US dollar Source: Anchor The escalation of military conflict involving the US, Israel and Iran at the end of February...
February local commentary: The JSE’s outperformance continues amid precious metals rally
- Peter Little, Fund Management
South African (SA) equities once again found themselves at the front of the pack in February (FTSE/JSE Capped All Share +7.2% MoM). YTD gains of...
