How advisers can prevent ‘fight or flight’ from destroying returns
Morningstar’s Investment Outlook for 2026 highlights trends in the US and domestic equity markets that it believes advisers and investors should watch.
Rand
The rand is at ‘a major inflection point’
Initial post-election gains have unwound as global commodity and manufacturing momentum converged with the world rand.
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.
The rand: more than meets the eye
Ahead of South Africa’s election, foreign asset managers increased their exposure as the 10-year bond yield gap reached 8%. Recent fluctuations, driven by speculative futures and options trading underscore the complex forces at play behind the rand’s performance.
Rand wobbles, markets react – but Budget delay isn’t a crisis (yet)
Financial planners weigh in on the fallout and why investors should stay calm.
Bank of America predicts only one repo rate cut this year
Stable growth and fiscal discipline could see South Africa’s credit rating rise two notches in the next three years.
SA credit rating upgrade is on the cards – not investment grade yet
The rating upgrade is likely to have profound implications for investment portfolios.
Undervalued no more? JSE’s Leila Fourie on the re-rating of South African assets
Three months after the formation of the Government of National Unity, JSE CEO Leila Fourie shares how the exchange is reaping the benefits of political stability.
Why I turned mildly bearish and opted for a defensive strategy
The formation of the GNU sparked a rally in local financial markets. But as storm clouds gather on global equity markets, the long-term outlook remains uncertain.
SA-born trader gets probation and $1m fine for manipulating exchange rate
The sentence was influenced by the judge’s view that Morgan Stanley was familiar with the risks of the unregulated foreign exchange spot market.
Why I have turned bullish on South African assets
A comparison of current market behaviour with the pivotal 1994 election period points to the potential for a rally in the rand and financial shares.
Ex-fund manager found guilty of fraud for manipulating dollar/rand exchange rate
The prosecution’s case is that SA-born Neil Phillips engaged in a flurry of trades in the early hours of 26 December 2017 to force the rand below 12.50 to the dollar.
Sarb governor says ‘naughty local governments’ are driving inflation
South African Reserve Bank Governor Lesetja Kganyago unpacks the risks to inflation and the country’s ability to surmount them.
Why I’ve turned positive on the rand
Most of the bad news seems to be reflected in current market prices.
Does the exchange rate really matter when investing offshore for the longer term?
Many South African investors are obsessed with the exchange rate when making an offshore investment. Here’s why it’s less of a factor than you think.
Thursday briefing: a round-up of recent financial services news
Prosper Funeral Solutions in final liquidation | SA’s small tax base | Which president was worst for the rand?
US charges hedge fund’s CIO with manipulating dollar/rand exchange rate to trigger $20m payment
The United States Attorney’s Office in New York has charged the co-founder and chief investment officer of a UK-based hedge fund with manipulating the US dollar/rand exchange rate to trigger a $20 million […]
