A surge of redemptions is unlikely to stop the booming market in private credit markets, set to hit $5-trillion in value by 2029
Oil is still flowing – but at a higher structural cost. This is what the Hormuz repricing means for inflation, rate expectations and bonds
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
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
Godongwana is getting his first budget tailwind – but bracket creep relief and higher revenue come with a Sars enforcement drive that taxpayers will feel.
After a period where local income funds delivered double-digit returns and outperformed benchmarks, investors are asking: what comes next?
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.
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