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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

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

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.

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?

Picture: Freepik

Reframing fixed income: a world where old rules are no longer fixed

In recent years, the volatility of asset classes typically regarded as “risk free”, such as UK Gilts, German Bunds and US Treasuries, has shifted a gear.

Curerncy Viewpoint

Why fixed income still shines amid Trump 2.0 and GNU

Trump 2.0. GNU jitters. Markets on edge. Bonds and cash are the grown-ups in the room, offering real returns when the world goes wobbly