LATEST RESEARCH & INSIGHTS
Research excellence recognised: Anchor Stockbrokers delivers standout performance at 2026 FM Top Analyst Awards
- Anchor Team
The 2026 Financial Mail (FM) Top Analyst Awards, held on 24 June, was hosted by the Johannesburg Stock Exchange (JSE) in collaboration with Krutham and...
The Case for an Extended Fed Pause
- Lelethu Poswa, Fund Management
Near-term US inflation is likely to remain volatile as tariffs and geopolitical tensions keep supply-side price pressures elevated. However, these shocks should prove temporary and...
SA May inflation rises to 4.5%, but outlook remains dependent on oil and food prices
- Dr Lerato Ntuli
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
- Dr. Lerato Ntuli, Economist
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
- Peter Little, Wealth Management
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
- Peter Little, Fund Management
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
- Marco de Matos, Research
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
- Dr. Lerato Ntuli, Economist
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
- Keiran Witthuhn | Reko Nare, Portfolio Management
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...
