equitieslatest news & developments

SIMON BROWN: What rats can tell us that directors can’t

When rats flee a sinking ship, the signs are clear. When directors sell, not so much

Corporate profits are booming. Wages aren’t

Corporate profits boom, but in South Africa jobs decline

Manchester Arndale: Hammerson’s latest UK acquisition.  Image: Supplied/Hammerson

Are rand hedge Reits ripe for a rerating?

JSE-listed offshore property stocks are seeing a turnaround in performance and dividend growth

Picture: Charles Platiau/Reuters

THE FINANCE GHOST: How fast can Airbnb grow?

Is the optimistic guidance justified?

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.

Johann Marnewick, Stanlib. Supplied

Making hay from private credit: Stanlib’s Johan Marnewick  

A surge of redemptions is unlikely to stop the booming market in private credit markets, set to hit $5-trillion in value by 2029

Leaking oil barrel. Rawpixel/Currency

If the oil runs out …

The oil market will run out of road by early August. Which means we need a diplomatic solution to Iran – fast

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

Asset manager funnel. Rawpixel/Currency collage

Grim truth behind South Africa’s asset management consolidation 

Record assets mask a structural flight to safety: as GDP stagnates and investors flee local equities, boutiques are merging not to thrive – but to survive

Chetan Ramlall, Stanlib. Supplied

The engineer and the market: Chetan Ramlall   

How to keep a cool head in asset management when the market has succumbed to emotion and bias

African equities money. Rawpixel/Currency collage

African shares are set for another humdinger year  

A weaker dollar and bargain-basement valuations could again herald bumper returns in 2026

David Shapiro. Supplied

How I spend my currency … with David Shapiro

‘If you can’t do it in 20 stocks, you’re not going to do it in 200’ – Sasfin Wealth’s chief global equity strategist shares his money tips

Currency stock picks. Rawpixel/Currency collage

Show ponies, thoroughbreds and bucking broncos: our 2026 stock picks

This is the Year of the Horse. Team Currency has brushed down the stable door and picked what we hope will be a portfolio of fleet-footed winners

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

AI and equities choice. Rawpixel/Currency collage

Are today’s ‘safest’ equity bets tomorrow’s risks?

Markets are treating AI-driven cyclicals as defensive while ignoring genuinely stable businesses. When capex slows, those assumptions may not hold

Alternatives. Market race

Alternative investments: time to look beyond the stock market?

Alternative investments are a new(ish) asset class for most South Africans – and becoming increasingly prominent in investor portfolios

Blend your way to better returns

In an uncertain market, diversification within equities is not just about sectors or geographies – it’s also about styles. Blending styles is a powerful way to smooth returns and…

Africa investing. Rawpixel/Currency collage

Africa’s frontier markets are booming – and still cheap

Shares from Cairo to Casablanca have had a bumper 2025, giving a few patient investors bitcoin-quality returns

Old mutual. Jurie Strydom

Old Mutual’s R3bn kickstart

The insurance giant is in fightback mode with a new CEO, a bank, and a commitment to wrestle back market share

Art investment. Rawpixel/Currency collage

The new frontier asset: fractional art

High-end art has always made for a compelling investment, and fractional ownership means investors without billions can now get into the game