Insights

Investors expecting to be spooked in October left with a sugar rush instead. Despite mounting reasons for caution — stubborn inflation, patchy growth, and the second-longest US government shutdown on record —…

Governments are again living beyond their means. In the United States, spending exceeds revenue by some $2 trillion a year. One-fifth of federal income is now devoted to interest payments. South Africa faces a…

After years of selling pressure, South African equities are showing signs of revival. The JSE hit record highs in September, driven by mining stocks — after gold and platinum prices surged to all-time peaks. Yet the…

Only six months ago the rand seemed in freefall. In April, during the tariff-driven sell-off, it nearly breached R20 to the US dollar. By early October it was trading near R17, its strongest point in more than two…

The old idea of retirement — a single moment when work stops and leisure begins — no longer fits the modern world. Longer lives, shifting work patterns and uncertain finances are turning retirement into a gradual…

Many investors continue to view China through an outdated lens – as an imitator rather than an innovator, or as a fragile economy reliant on the West. Having recently completed its second annual investment immersion…