March 27, 2026
Fiscal arithmetic quietly winning: National Budget review
Sanisha Packirisamy and Tshiamo Masike assess South Africa’s 2026 budget, highlighting fiscal discipline under the Government of National Unity, a projected peak in the debt ratio, improving investor confidence, and the critical role of reforms in supporting long-term economic growth.
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March 6, 2026
“Sell America” trend continues as investors broaden out of US tech exposure
Global markets may appear calm, but a major shift is underway. Sebastian Mullins explores why investors are rotating beyond the Magnificent Seven, broadening exposure globally and positioning for a stronger, more cyclical economic environment.
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March 6, 2026
Trump’s Greenland dreamland – will it go ahead, and what it means for the rest of us
Geopolitical tensions are reshaping the global investment landscape. In this commentary, Adriaan Pask examines the strategic, economic and political realities behind the United States’ renewed interest in Greenland and whether such an unprecedented deal could ever become reality.
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March 27, 2026
Rising business confidence meets geopolitical risks - Q1 2026 Pulse
South Africa’s business confidence improved in early 2026, supported by easing inflation and expectations of interest-rate cuts. However, geopolitical tensions, higher oil prices and weak industrial production present downside risks to growth, even as consumer demand and trade activity show resilience.
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April 2, 2026
Prescient expands global fund services offering with acquisition of Guernsey-based Obsidian
Prescient has expanded its global fund services footprint with the acquisition of Obsidian Fund Services in Guernsey. The move strengthens its offshore administration capabilities and enhances support for South African and international fund managers operating across multiple jurisdictions.
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March 27, 2026
The Middle East conflict and its market implications
Rising Middle East tensions have lifted oil prices and revived geopolitical risk. Johann Els explains how higher fuel costs could pressure inflation and the rand, while strong gold and PGM exports may cushion the impact and help stabilise South Africa’s economy.
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