2026 is set to be a defining political year in South...
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.
Commodities posted a modest loss in December, with the Bloomberg Commodity Index (“BCOM Index”) down 0.65%, but finished the year +11.07%.
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%,...
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...
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...
Geopolitics has been transformed over the last couple of years and the aviation industry and its insurance partners are having to deal with a swathe of new realities.
Markets have entered 2026 against the backdrop of...
Water scarcity is reshaping chemical profits. See how rising stress threatens operations, valuations and investor returns.
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