October 27, 2025
Is the bull market in gold over already?
Gold’s sharp 5.5% fall on October 21 sparked comparisons to 2011, but Schroders’ James Luke sees it as a natural correction within a multi-year bull market. Despite volatility, strong fiscal, geopolitical, and central bank demand continue to support gold’s long-term outlook.
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November 20, 2025
The importance of a dynamic approach when investing in fixed income markets
PSG Asset Management’s Dirk Jooste highlights how shifting fixed income dynamics demand a dynamic, value-driven approach. By actively adjusting allocations, PSG aims to secure real returns, manage risk, and protect investors in an uncertain market environment.
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December 4, 2025
Bubble, bubble toil and trouble?
As excitement around artificial intelligence grows, Old Mutual Wealth Investment Strategist Izak Odendaal examines whether we’re witnessing an AI bubble, exploring historical parallels, investor psychology, and the fine line between innovation and speculation.
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November 12, 2025
The rand, bonds and bright spots in South Africa’s economy
South Africa’s financial landscape is showing unexpected resilience. In Dollar Weakness, Rand Strength, James Turp explores how disciplined monetary policy, surging bond inflows, and a credible SARB are fuelling optimism and why the rand’s rally may just be getting started.
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October 27, 2025
All That Glitters
From cosmic explosions to political implosions, gold’s journey from stardust to safe haven is as fascinating as ever. All That Glitters unpacks the astrophysical origins, geopolitical forces, and market psychology driving gold’s dazzling ascent, and what it means for investors today.
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November 18, 2025
Global sector rotation highlights the importance of diversification
With shifting market dynamics and renewed global volatility, Morningstar’s Head of Investments, Sean Neethling, explores how global sector rotation continues to underscore the importance of diversification for investors.
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