LATEST INSIGHTS
Coffee Table Economics with Anchor
- Casey Sprake, Investment Analyst – Fixed Income
The Coffee Table Economics (CTE) with Anchor note by Casey Sprake is distributed intermittently. It is a collection of Casey’s thoughts and perspectives on key...
December local commentary: A lacklustre month takes some of the shine off a strong year for the JSE
- Peter Little, Fund Management
South African (SA) equity markets suffered a third consecutive monthly decline (FTSE/JSE Capped SWIX Index -0.3% MoM), taking a bit of the shine off what...
December global commentary: DM equities stumble into year-end but record a strong 2024
- Peter Little, Fund Management
Developed market (DM) equities had a poor end to the year, falling in December (MSCI World Index -2.6% MoM). However, that was not enough to...
No ‘Santa Claus’ rally as global equity markets end mixed, and the JSE closes December lower but records gains for 2024
- Marco de Matos, Research
Global markets (MSCI World -2.6% MoM/+19.2% for 2024) recorded mixed performances in December, with most ending a stellar year on a disappointing note as year-end...
SA November CPI rises less than expected as food inflation eases to its lowest level in c. 14 years
- Casey Sprake, Investment Analyst – Fixed Income
November inflation, as measured by the Consumer Price Index (CPI), came in at 2.9% YoY, up slightly from October’s 2.8% YoY print but remaining below...
Coffee Table Economics with Anchor
- Casey Sprake, Investment Analyst – Fixed Income
The Coffee Table Economics (CTE) with Anchor note by Casey Sprake is distributed intermittently. It is a collection of Casey’s thoughts and perspectives on key...
Anchor’s global stock picks for 2025
- The Anchor Investment Team
In this note, the Anchor investment team highlights a selection of global equities worth watching in the year ahead (the chosen shares are discussed alphabetically)....
Anchor’s local stock picks for 2025
- The Anchor Investment Team
In this note, the Anchor investment team highlights a selection of JSE-listed companies that we believe are worth watching in the year ahead (the chosen...
November local commentary: The JSE declines for a second consecutive month
- Peter Little, Fund Management
South African (SA) equity markets fell for a second consecutive month (FTSE/JSE Capped SWIX Index -0.9% MoM), with the JSE weighed down by investment companies...
