LATEST RESEARCH & INSIGHTS
January local commentary: The JSE starts 2026 strong with robust precious metals and banking gains
- Peter Little, Fund Management
Momentum on the JSE continued into January (FTSE/JSE Capped All Share +3.8% MoM) with the South African (SA) bourse extending a run that has seen...
January global commentary: Equity markets kick off 2026 with rotation, energy surge and tech volatility
- Peter Little , Fund Management
The year got off to a positive start for global equity investors (MSCI World Index +2.3% in January), though with a big rotation in the...
Risk-on, risk off, repeat. Trump stokes January volatility, but global equity markets and the JSE end higher
- Marco de Matos, Research
The quote often attributed to Russian revolutionary and politician Vladimir Lenin – “There are decades where nothing happens; and there are weeks where decades happen”...
A temporary hold: The SARB holds back on an interest rate cut as inflation peaks
- Nolan Wapenaar, Head of Fixed Income/Co-CIO
South Africa’s (SA) headline consumer inflation increased modestly to 3.6% YoY in December from 3.5% in November, undershooting market expectations and reflecting a broadly contained...
Anchor rand view: The rand recovers as global and domestic tailwinds align
- Nolan Wapenaar, Co-Chief Investment Officer/Head of Fixed Income
Figure 1: Rand vs the US dollar Source: Anchor The rand broke through the psychological R15.70/US$1 level on 29 January, with the local unit strengthening...
Attitudes, AI and the end of the old world order
- Nick Dennis, Fund Management
Two overarching themes are likely to dominate the investing landscape over 2026 and beyond: 1) the unstoppable rise of artificial intelligence (AI) and 2) the...
Webinar – Where the Money will be Made 1Q26
On 26 January, Anchor hosted its highly anticipated “Where The Money Will Be Made” (WTMWBM) quarterly webinar, presenting key themes and insights from our latest...
The Navigator – Anchor’s Strategy and Asset Allocation, 1Q26
- 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, 1Q26
- The Anchor Investment Team
ASSET ALLOCATION SUMMARY Financial markets appear increasingly desensitised to political noise, with events such as the US’s midnight raid on the Venezuelan president and the...
