bondslatest news & developments

South Africa cannot outrun the global cost of money 

Global bond yields are surging. South Africa must pay attention

Bessent’s bond blowout a birthday gift for rand 

SA benefits as Scott Bessent fails to tame the US bond markets

Audio

PODCAST: AI, equities and the Q3 investment outlook

To understand the investment opportunities shaping the third quarter, Michael Avery spoke to Anchor Capital chief investment officers Peter Armitage and Nolan Wapenaar.

South African bonds. Rawpixel/Currency

The case for South African bonds just got stronger

South Africa’s generous real yields are becoming harder to ignore as global markets reprice

Bond yields horror. Rawpixel; Factset, The New York Times; Currency

Breaking bad: why rising bond yields should scare you

Bond yields are at levels last seen in the 2007 crisis. Equities are at record highs. One of these markets is wrong – and it’s probably not bonds

Joburg. Per-Anders Pettersson/Getty Images

Why Godongwana had to rebuke Morero on Joburg’s debt crisis 

Fund manager Ian Scott argues Joburg should be priced deep in junk. The finance minister’s letter to the mayor just made his case

Hormuz no entry. Wikimedia commons / Rawpixel / Currency collage

The Hormuz shock didn’t break markets – it repriced them

Oil is still flowing – but at a higher structural cost. This is what the Hormuz repricing means for inflation, rate expectations and bonds

Video

What you need to know about bonds, now

Markets are bouncing back from the brink thanks to a two-week ceasefire in the Gulf, and this may be an ideal time to buy more SA bonds

Fuel relief. Gallo Images/Misha Jordaan/ Pexels/Jan van der wol / Currency collage

Phew! Relief at the fuel pumps, but rate risks linger 

Godongwana’s fuel relief buys policymakers breathing room, but economists warn the inflation risk isn’t gone – just deferred

Iran trades. Rawpixel/Currency collage

Smart trade for the Gulf meltdown: don’t look 

Local analysts and fund managers share how to navigate markets after the Middle East war drove the JSE 5.5% lower

Budget piggybank. Rawpixel/Currency collage

Budget 2026: fiscal restraint, financial opportunity

Treasury’s restraint brings modest tax relief and a firmer debt path. For investors, the opportunity is to channel extra cash into savings and bonds

Sars bees Picture: Rawpixel / Currency collage

Godongwana’s rosiest budget yet – but watch for the sting

Godongwana is getting his first budget tailwind – but bracket creep relief and higher revenue come with a Sars enforcement drive that taxpayers will feel.

Anthea Gardner. Alet Pretorius/Fair Lady

Bond maven, author, investing evangelist: Cartesian’s Anthea Gardner

The fixed-income specialist spills the beans on why she loves bonds, actively managed ETFs, and her 12-year-old Honda Jazz

South African government bonds. Rawpixel/Currency collage

High yields, less drama: the case for South African bonds

After a period where local income funds delivered double-digit returns and outperformed benchmarks, investors are asking: what comes next?

Property to let. Picture: Currency

BEST OF 2025: Buy-to-let: More schlep than profit?

Thinking of buying to let? High taxes, tenant headaches and hidden costs could eat into your returns. Is the hassle worth it?

Holiday investements. Rawpixel/Currency collage.

Investment outlook 2026: your risks and opportunities

Currency sifted through commentary from top fund managers and analysts to identify key investment trends for 2026 – views investors can use

S&P upgrade. Rawpixel/Currency collage

South Africa wins a credit-rating upgrade: what comes next?

South Africa’s return to investment grade hinges on more economic reforms, less red tape, faster growth and political stability

African debt. Rawpixel/Currency collage.

Why Africa pays more for its debt – and how to fix it

In the brutal maths of global finance, Africa loses out from weak data and governance at home, and warped perceptions abroad

Rawpixel / Currency collage

‘It’s bumpy’: why markets keep surprising us

Markets are moving rapidly, driven by major macroeconomic shifts, a weak dollar and AI. Strategy demands nuance, patience and skill

Markets. Trading screens. Picture: Michael M. Santiago/Getty Images

Bonds, banks are flavour of the month

Tariffs, market swings and GNU jitters rattle investors. But bonds and emerging markets offer value, so stay calm and don’t rush to switch your portfolio