LATEST RESEARCH & INSIGHTS
April local commentary: JSE lags sharp global equity rebound as weak gold price weighs on miners
- Peter Little, Fund Managment
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)....
April global commentary: A ceasefire and record corporate earnings boost equity markets
- Peter Little, Fund Management
Global equities bounced back strongly in April (MSCI World +9.6% MoM), driving the global equity benchmark back into positive territory for the year (MSCI World...
Webinar – Where the Money will be Made 2Q26
On 4 May, Anchor hosted its quarterly “Where The Money Will Be Made” (WTMWBM) webinar, presenting key insights from The Navigator – Anchor’s Strategy and...
Commodity price volatility keeps the JSE on a knife-edge, but global equities push new peaks in April
- Marco de Matos, Research
April was a month steeped in contradictions. Global equity markets remained broadly resilient (MSCI World +9.4% MoM/+5.2% YTD), despite continued elevated geopolitical risk from the...
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...
