LATEST INSIGHTS
June local commentary: The JSE records solid monthly and 1H25 gains buoyed by precious metal miners
- Peter Little, Fund Management
South African (SA) equity markets had a solid end to 1H25 (FTSE/JSE Capped SWIX Index +2.2% MoM), leaving the local bourse up 16% YTD. Gold...
June global commentary: DM equities maintain their positive momentum ending the month and 1H25 higher
- Peter Little, Fund Management
Developed market (DM) equities maintained their positive momentum into June (MSCI World Index +4.3% MoM), closing in on a double-digit return at the 2025 halfway...
Most major global markets and the JSE post June and 2Q25 gains, driven by easing trade tensions and policy support, but challenges remain
- Marco de Matos, Research
The US and most global equity markets continued to regain their footing in June (MSCI World +4.3% MoM/+9.8% YTD/+11.6% in 2Q25), recording a strong recovery...
Coffee Table Economics with Anchor
- Casey Sprake, Economist
Coffee Table Economics (CTE) with Anchor, by Casey Sprake, is distributed periodically. CTE is a compilation of Casey’s research, analysis, and perspectives on key South...
Illuminating the shadow economy: Understanding the global informal sector
- Casey Sprake, Economist
As governments worldwide grapple with the intricate challenges of escalating geopolitical uncertainty, mounting nationalism, burgeoning debt burdens, and the pressing need to finance green and...
South Africa’s May Inflation Holds Steady, But Risks Loom on the Horizon
- Casey Sprake, Economist
South Africa’s (SA) May headline consumer inflation (CPI) held steady at 2.8% YoY, unchanged from April. While fuel disinflation continued to exert downward pressure, this...
Coffee Table Economics with Anchor
- Casey Sprake, Economist
Coffee Table Economics (CTE) with Anchor, by Casey Sprake, is distributed periodically. CTE is a compilation of Casey’s research, analysis, and perspectives on key South...
Turning Potential into Power: Africa’s Rise as a Global Growth and Investment Frontier
- Casey Sprake, Economist
Africa is not a monolith, but a continent of striking contrasts and interconnected possibilities. It encompasses everything from mineral-rich highlands and expansive agricultural zones to...
SA 1Q25 GDP: Weakening growth amid elevated uncertainty
- Casey Sprake, Economist
The South African (SA) economy managed to just stay afloat in 1Q25 as GDP rose by a meagre 0.1% QoQ on a seasonally adjusted basis,...
