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2026: A defining year for South Africa’s political direction
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2026 is set to be a defining political year in South...

4Q25 Capital Markets ReviewThe Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.
  • 1 day ago

The Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.

A New Generation of Buyback Indices: Introducing the S&P 500 Buyback Aristocrats Index
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The latest addition to the S&P Aristocrats Index Series, the S&P 500® Buyback Aristocrats Index represents a new generation of buyback indices. This index tracks companies that have consistently re...

Commodity Digest: January 2026
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Commodities posted a modest loss in December, with the Bloomberg Commodity Index (“BCOM Index”) down 0.65%, but finished the year +11.07%.

Cross Asset Investment Strategy - February 2026
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Gold, silver and copper repriced in January as markets weigh Fed chair nominee Kevin Warsh, but industrial metals remain supported by the AI buildout.

Crypto Digest: January 2026
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Digital assets extended their decline in December, though the retreat was far more measured than November’s sharp selloff. Spot Bitcoin (BTC) slipped roughly 4%, spot Ethereum (ETH) eased about 1%,...

Cybersecurity on the menu: A recipe for supply chain resilience
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Explore cyber risk in F&B with expert insights.

Don’t just stand there
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At the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Mark Dunley-Owen, portfolio manager at our offshore partner, Orbis, shared updates on th...

ETFs: Growing Institutional Adoption
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Institutions are adopting ETFs for cost-effective, liquid, and efficient investing, driving rapid growth and innovation in the ETF market.