The investment cycle: Mid-cycle pause with high forecast risk
US equities may reflect current economic conditions, but weaker-than-expected earnings growth and worsening geopolitical tensions could quickly upset the balance.
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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.
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.
Fintech is booming – but regulation, risk, and trust will decide who wins
Rapid growth in South Africa’s fintech sector is giving way to a tougher phase shaped by regulation, competition, and the race for customer trust.
The massive stock market rally: do not throw caution to the wind
Sentiment has turned very bullish, leaving equities exposed if earnings or geopolitics disappoint, says Ryk de Klerk.
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.
FSCA tests global ESG rating models as oversight debate sharpens
Discussion paper weighs regulation, codes and hybrid options as data quality and governance risks come into focus.
The risk-off cycle is peaking
Markets have been under sustained pressure from conflict, tighter financial conditions, and liquidity strains. Ryk de Klerk argues this risk-off phase may be reaching its limits, even as volatility remains high.
Industry outlines priorities to address liquidity and access in SA capital markets
Listings reform, settlement changes, retail participation, and infrastructure upgrades feature as ways to strengthen market depth and competitiveness.
Regulation must adapt to a more complex financial system, says Kamlana
Unathi Kamlana says regulation must evolve with a more complex, technology-driven financial sector, with greater focus on accountability and customer outcomes.
Retail hedge funds overtake qualified investor funds as industry hits R216bn
Retail investors are increasingly shaping South Africa’s hedge fund industry, driving inflows and pushing retail portfolios into the lead for the first time.
OUTsurance expands trading options with A2X secondary listing
OUTsurance will join South Africa’s alternative exchange from January, giving shareholders an additional platform to trade its shares with lower fees and extra liquidity, says A2X CEO Kevin Brady.
Countdown to JIBAR cessation: SARB urges market to step up transition to ZARONIA
South Africa’s financial markets brace for the end of Jibar as SARB signals a major shift toward the more transparent, transaction-based ZARONIA benchmark.
Delisting restores SA’s credibility, but major repricing unlikely
Analysts say sustained capital inflows will depend on continued reform, enforcement, and the wider global backdrop.
SARB ramps up 3% inflation goal – Godongwana insists on due process
The Reserve Bank’s repo rate cut by 25bps to 7% signals the start of a more accommodative cycle as inflation remains firmly under control.
From the GFC to Trump’s tariffs: what lessons can retirees learn from crises?
An analysis of five retirement investment scenarios highlights how different responses to market crises can affect long-term outcomes.
Risk ON: Why I turned bullish on stocks
Investors witnessed a sharp correction in major stock indexes after Trump imposed tariffs. An analysis of the S&P 500 PE trendline notes the re-rating potential of growth sectors that have slid into value territory.
