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LATEST RESEARCH & INSIGHTS

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CATEGORY:

SA May inflation rises to 4.5%, but outlook remains dependent on oil and food prices

South Africa’s (SA) annual headline inflation rose to 4.5% in May 2026, up from 4.0% in April, but below market expectations of a 4.7% print....

SA GDP growth surprises to the upside as headwinds gather

South Africa’s (SA) real GDP growth edged higher to 0.5% QoQ in 1Q26, up from 0.4% in 4Q25, while annual growth accelerated to 1.9% YoY,...

May global commentary: The seemingly insatiable demand for AI computing power continues to drive equity markets higher

Global equities had another strong month in May (MSCI World +4.6%), dragging them back into double-digit gains for the year (+10.7% YTD). May’s rally was...

May local commentary: JSE has a lacklustre month as gold’s tailwind fades and global investors flock to AI chipmaking stocks

The JSE fell just short of delivering a positive return for investors in May (FTSE/JSE Capped All Share -0.3%), with its lack of exposure to...

Most global markets advance on AI momentum, earnings strength, and peace hopes, but the JSE treads water in May

May was an exceptional month for global equity markets (MSCI World +4.6% MoM/+10.7% YTD), which extended April’s gains, defying historical seasonal trends (May is a...

SARB resumes tightening cycle as inflation risks intensify

The South African Reserve Bank’s (SARB) Monetary Policy Committee (MPC) raised the repo rate by 25 bpts to 7%, in line with our expectations, citing...

High-conviction strategies, ETF accessibility: Anchor Capital launches two AMETFs on the JSE

Anchor Capital has listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African (SA) investors direct access to our high-conviction local...

SA April headline inflation rises to the upper end of the SARB tolerance band

Data released by Statistics South Africa (Stats SA) showed that annual headline inflation, as measured by the Consumer Price Index (CPI), accelerated to 4.0% YoY...

April local commentary: JSE lags sharp global equity rebound as weak gold price weighs on miners

The JSE did enough in April (FTSE/JSE Capped All Share +1.6% MoM) to nudge the bourse back into positive territory for the year (+1.2% YTD)....

WEBINAR | The Navigator – Anchor’s Strategy and Asset Allocation, 2Q24

Anchor CEO and Co-CIO Peter Armitage will host the webinar, provide an introduction to current global and local market conditions and give his thoughts on offshore equities. Together with Head of Fixed Income and Co-CIO Nolan Wapenaar, Pete will also discuss Anchor’s strategy and asset allocation for 2Q24, focusing on global equities and bonds. In addition, Fund Manager Liam Hechter will provide insights into local equities, highlighting some investment ideas; Global Equities Analyst James Bennet will discuss Ferrari and give an update on Tesla, and finally, Analyst Thomas Hendricks will participate in a Q&A with Peter, explaining the 10-year US Treasury to attendees.