From the GFC to Trump’s tariffs: what lessons can retirees learn from crises?
An analysis of five retirement investment scenarios highlights how different responses to market crises can affect long-term outcomes.
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Risk ON: Why I turned bullish on stocks
Investors witnessed a sharp correction in major stock indexes after Trump imposed tariffs. An analysis of the S&P 500 PE trendline notes the re-rating potential of growth sectors that have slid into value territory.
The rand: more than meets the eye
Ahead of South Africa’s election, foreign asset managers increased their exposure as the 10-year bond yield gap reached 8%. Recent fluctuations, driven by speculative futures and options trading underscore the complex forces at play behind the rand’s performance.
Revised draft standard for disclosure of short sales open for comment
The new draft introduces a phased approach, initially focusing on positional reporting to overcome challenges identified in earlier consultations and to enhance oversight of short selling.
Tariffs & markets | Why I’m increasing my risk budget
Market movements since Donald Trump’s inauguration are drawing comparisons with the 2018/19 trade war. With a 10% loss already, another 10% dip could be on the horizon if the economic fallout worsens.
Trump’s on-off tariffs drive market volatility
Economic experts warn that the uncertainty surrounding Trump’s escalating tariffs is driving significant market fluctuations.
Rand wobbles, markets react – but Budget delay isn’t a crisis (yet)
Financial planners weigh in on the fallout and why investors should stay calm.
Insurance sector proves resilient amid global uncertainty
Industry leaders at the IAIS annual conference unpack key risks facing the global insurance market, including the impacts of rising interest rates, geopolitical threats, and the growing role of AI.
CIS industry sees R42.3bn in net inflows as investor confidence rebounds
Assets under management grew to a R3.8 trillion, up 13.7% year-on-year, supported by strong equity market performance.
SA credit rating upgrade is on the cards – not investment grade yet
The rating upgrade is likely to have profound implications for investment portfolios.
The China bazooka stimulus: risk assets melt up?
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
Unit trust outflows hit R6bn, but market performance pushes AUM higher
Jittery investors continue to forego the benefits of remaining invested in equity portfolios over the long term.
Why I have turned bullish on South African assets
A comparison of current market behaviour with the pivotal 1994 election period points to the potential for a rally in the rand and financial shares.
