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  • #69 Goldilocks or false dawn?

    #69 Goldilocks or false dawn?
    Feb 27 2026
    After a year in which tariffs failed to ignite inflation and both bonds and equities surprised on the upside, investors are reassessing the outlook. With global growth resilient, inflation cooling and the dollar gradually weakening, David Knee explains why the “Goldilocks” backdrop still supports risk assets. The real challenge for 2026 may not be that conditions are perfect but recognising that – for now – they’re good enough.

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    17 Min.
  • #68 From election fears to fiscal discipline: What Budget 2026 means for your client portfolios.

    #68 From election fears to fiscal discipline: What Budget 2026 means for your client portfolios.
    Feb 26 2026
    The National Treasury delivered expenditure discipline, no new bailouts, and a third consecutive primary surplus. Jaco van Tonder discusses the expanded tax-free savings, retirement deductibility, CGT exclusions, and offshore allowances that create planning opportunities advisers should not ignore. Malcolm Charles explores how reduced weekly bond issuance, a rally in long-dated yields, and improving debt dynamics are reshaping the fixed-income opportunity set.

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    19 Min.
  • #67 SONA: Infrastructure at the heart of SA’s growth plan

    #67 SONA: Infrastructure at the heart of SA’s growth plan
    Feb 17 2026
    This year’s State of the Nation Address struck a notably confident tone: less promise, more progress. But is this truly a turning point? Alastair Herbertson explores why infrastructure is at the heart of South Africa’s growth ambitions, where private capital fits in, and why long-term investors may find this moment compelling.

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    7 Min.
  • #66 SA Infrastructure: the dawn of reform

    #66 SA Infrastructure: the dawn of reform
    Feb 13 2026
    Phase 1 of Operation Vulindlela proved reforms can unlock private capital — around R500bn worth. Now Phase 2 shifts from policy design to delivery, with infrastructure firmly in the spotlight. Investment specialist Phuleng Pitso unpacks where the next wave of opportunity may emerge and what “success” could look like for investors and communities alike.

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    10 Min.
  • #65 Dollar down: Halfway there or just getting started?

    #65 Dollar down: Halfway there or just getting started?
    Feb 6 2026
    The dollar’s weakness is no longer a contrarian call; it’s becoming the base case. But what’s driving its persistence, and what would finally confirm a full-blown dollar bear cycle? Sahil Mahtani revisits the forces behind the “sell America” trade, the limits of Fed leadership changes, and the signals investors are watching for the next leg lower.

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    10 Min.
  • #64 Gold at $5 000: Bubble blow-off or just getting started?

    #64 Gold at $5 000: Bubble blow-off or just getting started?
    Feb 5 2026
    After a breathtaking surge that carried gold well beyond $5 000 an ounce, followed by a brutal pullback, investors are questioning whether the rally has finally run its course. George Cheveley unpacks what drove the frenzy, why volatility is here to stay, and why gold equities may still offer compelling value despite the metal’s wild ride.

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    11 Min.
  • #63 US rates on hold, questions in motion

    #63 US rates on hold, questions in motion
    Jan 29 2026
    One of Jerome Powell’s last acts as Fed chair was to do nothing. Or so it may seem. In the face of sluggish employment but lively growth, US rates were left unchanged. But will benign inflation continue and ultimately sway future decisions to ease? Philip Saunders analyses the situation.

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    8 Min.
  • #62 Keep calm and carry on yielding

    #62 Keep calm and carry on yielding
    Jan 28 2026
    A stronger rand. Lower inflation. Rate cuts on the horizon. Malcolm Charles explains why South African bonds remain one of the most attractive income trades on the board, despite a blockbuster 2025. However, with the easy gains behind us, discipline and risk management will be essential.

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    15 Min.