June 1, 2026
Exploring the frontier: Why elevated risk offers enticing opportunities
Rory Kutisker-Jacobson and Varshan Maharaj, co-fund managers of the Allan Gray Frontier Markets Equity Fund, argue that investors may be overpaying for the perceived safety of familiar developed-market assets, while attractive opportunities exist in undervalued frontier and emerging markets where risks are often mispriced relative to potential long-term returns.
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May 29, 2026
SARB raises repo rate amid inflation risks
Mark Phillips, Head of Portfolio Management and Analytics at PPS Investments, says the South African Reserve Bank’s decision to raise interest rates reflects growing concern that the Middle East-driven energy shock, rising fuel costs and drought risks could trigger broader inflation pressures, despite improving domestic fiscal conditions and a resilient rand.
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May 28, 2026
Don't just react to the market. Unpack it at MICSA26
The MICSA26, is bringing together leading voices to unpack what matters most now, including a global and local macro outlook from Nicky Weimar, Chief Economist at Nedbank.
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May 25, 2026
What smart investors do when markets dip
Johan Minnie, CEO of Consult by Momentum, says investors should avoid emotional reactions during periods of market volatility, emphasising that disciplined long-term investing, diversification and staying invested through geopolitical uncertainty remain the most effective strategies for building wealth.
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May 25, 2026
Bonds behaving badly
Izak Odendaal, Investment Strategist at Old Mutual Wealth, says the Middle East energy shock has reignited inflation fears and driven bond market volatility, but diversified long-term investment strategies remain essential as markets continue to balance geopolitical uncertainty, central bank credibility and rising global debt pressures.
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June 2, 2026
Equity earnings are on the up, with emerging markets leading the way
Duncan Lamont, Head of Strategic Research at Schroders, says while global equity markets remain supported by strong earnings growth, increasing concentration in AI-linked technology stocks, particularly in emerging markets, is making diversification and selective value investing increasingly important for managing portfolio risk.
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