The rand’s long-term outlook may be changing
Improving domestic fundamentals, a potentially weaker US dollar, and lower inflation could mean the rand depreciates more slowly than investors have come to expect.
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A better year ahead? The economic outlook starts to look promising
From the rand and commodities to electricity and logistics, several pieces of the South African investment story are moving in the right direction.
Kganyago: Stop betting on sports and start betting on growth
The SARB’s governor argues the country knows how to revive the economy; the real test is whether it has the resolve to implement the necessary reforms.
Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
Sanlam partnership helps Ninety One grow to record AUM
The completed transaction added scale, while a recovery in client demand pushed the asset manager back into net positive flows after last year’s outflows.
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.
Sanlam pivots towards partnerships as active management model shifts
The group says the industry is moving towards customised solutions, prompting it to hand active management to Ninety One and focus on alternatives, distribution, and emerging markets.
Santam names head for new India reinsurance business
The GIFT City operation, together with the Lloyd’s syndicate and Avatar acquisition, is part of the group’s move to broaden its risk base and underwriting capabilities.
State Street and Ninety One partner in active ETF push
The tie-up will begin with global equity and emerging market ETFs and is designed to widen access to active strategies across international markets.
Sanlam: clients need advisers’ counsel in a more fragmented world
Global shocks may be getting harder to forecast, and the real task is constructing portfolios that can withstand a wider range of outcomes.
SA equities top Bank of America rankings amid market turbulence
South Africa leads Bank of America’s EEMEA rankings despite severe market losses, highlighting resilience, strong dividends, and sustained investor interest.
Why Sanlam’s headline earnings fell despite strong business growth
Currency movements, bond market distortions, reinsurance losses, and strategic investment spending combined to weigh on Sanlam’s reported results.
JSE delistings: ASISA-commissioned study challenges popular narratives
Research finds that mergers and restructuring drive nearly half of JSE delistings and highlights that the determinant of listing activity is economic growth.
A ‘new’ world order that looks a lot like the old one
For investors, geopolitics is no longer background noise. It is a core driver of supply chains, inflation, and sovereign risk premia, says Momentum’s Sanisha Packirisamy.
Ninety One flags shift from US dominance to broader opportunity sets
John Stopford says future market returns may be shaped by different forces than those of the past decade, with implications for South African assets.
Investors may need to look harder for opportunities, says Morningstar
As optimism rises and valuations stretch, there is a shift from broad exposure to disciplined, valuation-driven analysis.
Out of the grey, not yet in the clear: what EU delisting really means for South Africa
South Africa’s removal from the EU’s high-risk list eases regulatory friction, but economists caution that rebuilding investor confidence will be gradual.
