National Treasury’s move to formalise carbon credits could transform them into a credible asset class. Momentum Corporate’s Poobalan Govender explains why this shift matters for investors, market liquidity, and South Africa’s transition to a greener, more investable economy.

Listed property has struggled in recent years, but falling interest rates and improving regional dynamics may change the outlook. Foord’s Dylan Griffiths explains where risks remain, why selectivity matters, and how carefully chosen property exposure can enhance portfolios.

Are markets in 2026 facing an AI bubble or a genuine technological shift? Old Mutual’s Sean Ashton unpacks valuations, tech concentration, and emerging opportunities, offering a clear-eyed perspective on where long-term investors should focus amid short-term market noise.

KPMG’s Frank Blackmore previews South Africa’s State of the Nation Address, highlighting fiscal consolidation, infrastructure investment, and private-sector initiatives. Discover why 2026 could signal steady economic growth, job creation, and measured policy continuity in a complex geopolitical landscape.

AI promises a productivity revolution, but history shows technological breakthroughs come with uncertainty, societal shifts, and volatile markets. This article explores the risks, opportunities, and lessons investors can learn from past innovations, and why patience remains key.

Concerns over US central bank independence are resurfacing as political pressure on the Federal Reserve intensifies. Sebastian Mullins examines how Trump’s involvement in Fed decisions could affect inflation, rate policy and long-term market stability.