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After years of plane analogies, we’re now back to porridge - US rate cut ushers in Goldilocks environment

After years of plane analogies, we’re now back to porridge - US rate cut ushers in Goldilocks environment

01 October 2025
Why gold stocks can shine on

Why gold stocks can shine on

01 October 2025
Investment Notes: Time in the markets

Investment Notes: Time in the markets

30 September 2025

F. Scott Fitzgerald wrote that the test of “first-rate” intelligence is being able to hold “two opposing ideas in the mind at the same time and still retain the ability to function".

The ‘safe’ portfolio just got risky

The ‘safe’ portfolio just got risky

29 September 2025

For more than a decade, South Africa’s unusually high real yields have offered conservative investors a rare comfort: healthy income returns without the need to take much risk.

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Picture this: Short-sightedness in a mainstream credit market

Picture this: Short-sightedness in a mainstream credit market

25 September 2025
Is all that glitters gold?

Is all that glitters gold?

23 September 2025
Should securities investors pay attention to quarterly and annual results?

Should securities investors pay attention to quarterly and annual results?

18 September 2025
Findotec launches with R500m in assets under management, using math to drive smarter investing

Findotec launches with R500m in assets under management, using math to drive smarter investing

18 September 2025
STANLIB Corporate Enhanced Yield Fund hits R10 billion AUM, redefining short-term cash investing

STANLIB Corporate Enhanced Yield Fund hits R10 billion AUM, redefining short-term cash investing

18 September 2025
US-China tension puts SA jobs and growth at risk

US-China tension puts SA jobs and growth at risk

17 September 2025
The fixed income opportunity

The fixed income opportunity

17 September 2025
Macroscope - Government bonds: the end of the shock absorber

Macroscope - Government bonds: the end of the shock absorber

15 September 2025