LATEST RESEARCH & INSIGHTS
Why a will matters: Understanding deceased estates
- Di Haiden, CEO, Robert Cowen Investments | Head of Anchor Succession
National Wills Week runs from14 to 18 September inSouth Africa (SA), providing an important reminder to consider a difficult but necessary question: If you passed...
Anchor Capital Investment Summary: August 2026
- Anchor Capital team
Anchor Capital’s monthly investment summary provides a comprehensive overview of Anchor Capital and Credo Group, our investment philosophy, capabilities and range of solutions designed to...
Monetary policy will dictate the cyclical direction of US bond yields
- Lelethu Poswa, Fund Management
The rise in US Treasury yields has revived familiar concerns that large budget deficits, growing government debt and bond vigilantes are forcing investors to demand...
SA GDP contracts 0.2% QoQ, marking the weakest growth since 2024
- Dr Lerato Ntuli, Economist
Summary South Africa’s (SA) economy declined by 0.2% QoQ in 2Q26, falling short of the consensus expectation of a 0.1% contraction and marking the first...
August local commentary: JSE propelled to the month’s best-performing stock market thanks to precious metal miners
- Peter Little, Fund Management
The JSE was the best-performing major equity market in August (FTSE/JSE Capped All Share +4.6% MoM), stringing together a second consecutive positive month to drag...
August global commentary: Equity markets march higher with market leadership shifting back to fundamental drivers
- Peter Little, Fund Management
YTD, global equity market returns nudged further into the teens (MSCI World +13.4%) after a strong August (MSCI World +2.6%). Market leadership rotated from the...
Are rising global bond yields signalling a fiscal crisis, a return to normality, or a stronger economy?
- Nolan Wapenaar, Head of Fixed Income/Co-CIO
Introduction Bond yields are tracking higher. That is the story of August 2026. Depending on which bonds and which data sets you are looking at,...
August sees strong global returns mask rising volatility as precious metals drive the JSE higher
- Marco de Matos | Research
August was a strong month for global equity markets, with the MSCI World gaining 2.6%, bringing its YTD return to 13.4%. However, this positive performance...
From wealth creator to wealth steward: The next chapter for self-made women
- Leigh Crossman | Nichole Maroun, Portfolio Management
Women are increasingly becoming the first generation in their families to create significant wealth. Globally and in South Africa (SA), more women are building substantial...
