Investments

Navigating Uncertainty: The South African Rand (ZAR) Outlook

The South African Rand (ZAR) is navigating a turbulent global financial landscape marked by significant uncertainty. As of 14 April 2025, the ZAR’s performance against major currencies reflects a mix of domestic vulnerabilities, which began with a delayed budget in February.

From the GFC to Trump’s tariffs: What lessons can retirees learn from crises?

Generating returns ahead of inflation is crucial for sustainability of income in retirement. However, it is widely accepted that returns that exceed inflation cannot be achieved without taking risk.

Diversification, (un)correlation and long-term returns: The case for insurance-linked securities

Insurance-linked securities has been the second-best performing asset class since 2002, but its real appeal lies in being the only truly uncorrelated asset class in a market that has become much more volatile

House View Positioning Update