LATEST RESEARCH & INSIGHTS
Anchor’s wish list for the November 2025 MTBPS
- Casey Sprake, Economist
On 12 November, South Africa’s (SA’s) Minister of Finance Enoch Godongwana will deliver the 2025 Medium Term Budget Policy Statement (MTBPS). The MTBPS plays an...
Coffee Table Economics with Anchor
- Casey Sprake, Economist
Coffee Table Economics (CTE) with Anchor, written by Casey Sprake, is published periodically and offers a thoughtful mix of research, analysis, and commentary. Covering everything...
October local commentary: The JSE rally broadens as precious metal miners lose momentum
- Peter Little, Fund Management
The JSE continued its strong run into October (FTSE/JSE Capped SWIX Index +1.8% MoM), leaving the local bourse up 33.4% YTD. The shape of the...
October global commentary: Stocks surge as rate cuts and AI optimism fuel risk appetite
- Peter Little, Wealth Management
Developed market (DM) equities climbed for a seventh consecutive month in October (MSCI World Index +2% MoM), pushing DM equity market performance to a 20.2%...
Resilience amid volatility as most global markets and the JSE end October higher
- Marco de Matos, Research
The October Effect, a psychological phenomenon where investors anticipate equity markets to decline in October, was disproven. Despite its reputation as a month of volatility...
Anchor Global Equity Fund 3Q25: What the nerds are missing about AI
- Nick Dennis, Fund Management
In this note, we discuss the bullish and bearish arguments around the artificial intelligence (AI) “bubble” from the perspective of the builders and the nerds....
Rolling the Dice: SA’s Growing Appetite for Gambling and Betting
- Casey Sprake, Economist
South Africa’s (SA) post-pandemic economy has seen a surge in gambling and betting activity, transforming a once-niche pastime into a mainstream industry. Recent data from...
Coffee Table Economics with Anchor
- Casey Sprake, Economist
Coffee Table Economics (CTE) with Anchor, written by Casey Sprake, is published periodically and offers a thoughtful mix of research, analysis, and commentary. Covering everything...
Webinar – Where the Money will be Made 4Q25
On 27 October, Anchor hosted its highly anticipated “Where The Money Will Be Made” (WTMWBM) quarterly webinar, presenting key themes and insights from our latest...
