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More political drama

30 June 2025

Out of nowhere, a dense fog has crept over South Africa’s political landscape. Not long after the 10-party government of national unity (GNU) reached the milestone of its first anniversary, its future looks shaky.

Commentary on the Israel Iran conflict and its impact on markets

19 June 2025

The intensifying sectarian conflict between Israel and Iran, driven by Israel’s airstrikes on Iranian nuclear and military facilities and Iran’s subsequent missile responses in June 2025, has rattled global markets.

SA at a crossroads

18 June 2025

South Africa finds itself at a critical juncture in its economic journey. With global and local dynamics influencing market conditions, businesses and individuals must remain agile and well-informed.

Positioning portfolios for a fragile GNU and a new world order

12 June 2025

In turbulent times, it’s easy to be swayed by news cycles and market swings. But emotional reactions and overconfidence can cloud sound judgment.

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Israel-Iran conflict: market outcomes and impact on inflation

11 June 2025

Economic commentary - latest global growth forecasts: Schroders slashes US growth forecast

02 June 2025

Economic and Strategy Viewpoint – Q2 2025

20 May 2025

Market review for April 2025

08 May 2025

The How, When, Where and Why of Warren

07 May 2025

Wishing for White Flags

05 May 2025

Markets are adjusting to a major turn in the political consensus

29 April 2025

SARB monetary policy review: Caution amid global risks

22 April 2025

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Investments / Economy