As of 24 April 2026, the US–Iran conflict has been ongoing for approximately eight weeks. Despite President Trump’s extension of the ceasefire to allow for further negotiations, the path to a lasting resolution remains uncertain. Regardless of when and on...
For years, institutional investors in South Africa (or across Africa) have treated public markets as the clearest expression of economic health. If it was not listed, it was not often considered. That assumption is becoming harder to defend. Across much of...
South Africa’s economic geography remains deeply shaped by its apartheid past, with township and rural areas historically marginalised from mainstream economic activity. Today, these areas are home to a significant share of the population, including nearly...
For the last two decades, global capital markets have been undergoing a silent but aggressive transformation known as “de-equitisation”. The number of publicly traded companies has more than halved, while the pool of private capital is exploding. The pool of...
Three years ago, we wrote an article highlighting the systemic strain on the country’s water infrastructure and the emerging opportunities for private sector investment. At the time, the investment case rested largely on the scale of the infrastructure...
A phone vibrates: a bank notification telling someone that money has been deducted for their pension contribution. By the time they’ve read it, the subtraction has already happened. This moment happens everywhere: in Sandton boardrooms, in Cape Town...
Global markets are navigating an era of heightened uncertainty. Geopolitical fragmentation is reshaping trade alliances; inflation remains structurally higher than in the decade following the global financial crisis; interest rate cycles are less...
Pension fund trustees face a deceptively simple question: is the capital entrusted to you working as hard as it could be? Not just whether it's invested in the right asset classes, but whether the way it's being managed is getting the most out of every rand....
On 3 December 2024, South Korean President Yoon Suk Yeol declared martial law – a move that plunged the country into its deepest political crisis since the transition to democracy in the 1980s. Within hours, citizens flooded the streets in protest,...
Have you considered what would happen if you didn’t make it home today? Would your family know where your will is kept? Would they know where your assets are held - or would there be confusion, delays and avoidable stress? You may know exactly where the...