A market that keeps changing shape Equity indices are extremely dynamic. In the 1990s, the largest companies in the S&P 500 were ExxonMobil, Philip Morris, Walmart and Coca-Cola. Today, the index is led by Nvidia, Apple, Microsoft and the rest of the...
STANLIB
Two years on, JET-IP is showing encouraging progress
The latest Just Energy Transition Implementation Plan (JET-IP) report by the Presidency makes encouraging reading. It reflects both hard work by the JET Project Management Unit and enormous goodwill from the foreign community, excluding the US, towards...
Agility will deliver returns in a dynamic 2026
In 2026, adaptability and discernment will be the hallmarks of successful investing. We expect the environment will remain dynamic - shaped by shifting policies, evolving risks, and transformative technologies. Although 2025 was a year of exceptional returns...
The investment case for gender equality: why inclusion drives returns
The investment industry stands at an inflection point. As traditional sources of alpha become increasingly scarce, gender-aware alternative investment strategies offer a genuine competitive advantage. They mitigate long-term risks, provide diversification,...
The golden gamble: Managing risks and rewards in South Africa’s gold sector
The current landscape for gold shares reveals a critical juncture, as the market grapples with volatility and changing dynamics. What drives the gold price is a widely debated topic. While those drivers have varied in importance throughout its rich history, the...






