Building South Africa’s digital financial rails
The emergence of tokenised assets raises the question whether SA can develop trusted local infrastructure rather than rely on systems built elsewhere.
#NinetyOne
Trevor Manuel: Good regulation is only as strong as its enforcement
The former finance minister says South Africa’s challenge is not a shortage of regulation, but ensuring institutions have the people, skills, and capacity to implement it effectively.
Sanlam bets on banking to deepen customer ties
A new GoTyme-powered banking service is part of a broader strategy to build closer customer relationships, even as investment in future growth weighs on earnings.
Treasury’s strategy for unclaimed benefits ‘conflates two separate issues’
The industry broadly supports centralising tracing and administration but questions whether moving assets to the CPD is necessary, appropriate, or in members’ interests.
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.
AI trade is evolving, not ending, says Ninety One
The biggest technology momentum unwind in 27 years is coinciding with a shift on where value will be created across the AI ecosystem.
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.
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.
Sanlam’s inflows surge as product-mix shift puts pressure on new business margins
Growth was led by investment and life business, with a continued shift towards capital-light solutions reducing short-term new business margins.
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.
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’s business engines: a look at the group’s 2025 performance
A breakdown of the results shows how the group’s main business clusters performed as it continues repositioning for growth across South Africa, Africa, and India.
Rising oil prices complicate South Africa’s inflation outlook
After attacks disrupted traffic through the Strait of Hormuz, crude prices spiked sharply – raising the prospect of higher fuel costs and renewed inflation pressure locally.
SA equities still trade at a discount as global markets grow more concentrated, says Discovery
Discovery Invest’s 2026 outlook highlights improved domestic fundamentals, attractive relative valuations, and scope for rate easing.
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.
Ninety One to list two actively managed ETFs on the JSE
One fund provides a Regulation 28-friendly way to access a South African multi-asset income strategy, while the other is a rand feeder into a US dollar multi-asset income fund.
Navigating double taxation agreements in retirement planning
DTAs shape the taxation of lump sums and annuities. This is what financial advisers can do to preserve clients’ retirement benefits.
