Adriaan Pask – Chief Investment Officer at PSG Wealth – says that with interest rate cuts on the horizon, improvements in load shedding, and a recent uptick in commodity prices, it seems like we're transitioning into an environment that could favour a more positive outcome for South African equities.

In this weeks investment note by Old Mutual Wealth Investment Strategist, Izak Odendaal, he Explores the intricate tale of South Africa's modern economy, intertwined with Anglo American's legacy from diamond rushes to global ambitions, and the challenges and opportunities shaping its mining landscape.

Schroders strategic advisor General Sir Nick Carter and various Schroders economic and investment experts share views on the reasons behind the escalating risks as well as the impact for investors.

From the looming threats of a formation of a coalition government with some calling that a sign of a maturing democracy to trump calling for the end of the Bidenomics and the reintroduction of the Maganomics, all these political dribbling’s are expected to have a marked impact on our markets. So where does this leave asset managers?

Roné Swanepoel, Head of Sales at Morningstar South Africa who shares insights on Compound Interest and The Rule of 72, painting a compelling picture of the importance of saving, and in particular, saving early on.

The World Gold Council’s Q1 2024 Gold Demand Trends report reveals that total global gold demand (inclusive of OTC purchases) was up 3% year-on-year to 1,238t, marking the strongest first quarter since 2016. Demand excluding OTC fell 5% to 1,102t in Q1 compared to the same period in 2023.