Why uncertainty may be today’s biggest investment opportunity
From AI and gold to the future of the US dollar, Allan Gray and Orbis argue that investors don’t need to predict the future to build resilient portfolios.
Industry News
Driving habits reset under pressure of rising fuel costs
Discovery Insure’s latest data points to sustained cutbacks in travel and fuel use after back-to-back price increases in April and May.
SA closer to advance pricing regime, but thresholds threaten access
The new APA process aims to reduce disputes and double taxation, but practitioners say the entry bar is so high that few groups will qualify.
Pension increases under scrutiny as GEPF assures MPs of strong finances
The Select Committee also raised concerns about PIC oversight, unlisted investments, and benefit administration.
Not just inflation: the demographic shift driving medical scheme hikes
Shrinking younger membership is intensifying an ageing risk pool, pushing contributions higher even when hospital use is flat.
Investors kept buying despite first-quarter market sell-off
South African investors committed R51 billion to collective investment schemes in the first quarter of 2026 despite heightened market volatility.
AI policy rewrite begins as department traces source of fake references
Fictitious references in South Africa’s withdrawn draft National AI Policy may have originated from a translated Chilean source document.
Salary growth steadied in Q1 – but pressure on pay may lie ahead
Inflation has already erased recent gains, and higher fuel costs risk deepening the squeeze on household budgets.
OneSure uses AI to tackle operational complexity across insurers
The brokerage says InsureBot assists with policy interpretation and comparisons, while accountability stays with authorised staff.
JSE aims to turn renewed SA sentiment into durable capital formation
The new CEO says foreign flows are mixed and timing remains tricky, but points to a stronger deal pipeline and reforms aimed at keeping longer-term investors engaged.
Tribunal: liquidation does not bar arrear contributions complaint
The Adjudicator conflated jurisdiction with enforcement and overlooked the potential personal-liability provisions in the PFA.
Debt pressure shifts up the income ladder despite rate relief
DebtBusters data shows repayments still swallow most take-home pay, with pressure shifting upwards to higher earners and credit thinning out for lower-income households.
Risk-off turn dents Coronation’s closing assets
The company said its closing assets dipped by 2% at the end of March even as average AUM rose by 15% over the half-year.
Will the Fair Pay Bill level the playing field – or change the rules?
Proposals aimed at ending salary history discrimination and improving pay transparency may also reshape how employers hire and how employees negotiate pay.
Bonitas: administrator change is part of a wider repositioning
The scheme says continuity of care remains the priority as it moves administration to Momentum Health and managed care to PHA on 1 June.
Gold’s perfect storm: why I turned bullish
Despite headwinds from weaker Asian demand, rising yields, and risk-on sentiment, shifting market dynamics suggest gold is regaining value.
Bonitas move: Momentum Health sets out the operational playbook
From broker commissions to digital channels and claims processing, Momentum Health has set out what stakeholders can expect when Bonitas changes administrators.
