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AGM. Image by Currency News

Capitec’s chair shoots down questions in another aggressive AGM

The catering outshone the governance at Capitec’s AGM, unlike Ninety One’s more informative shareholder meeting

A report by Boston Consulting Group has found that Africa is falling behind on AI

The music is still playing. But for how long?

As investors crowd into a handful of AI winners, opportunities may be emerging in overlooked quality companies.

Picture: Pexels/Ann Tarazevich

The risk beneath the rally

What is the impact of war, oil prices and geopolitical uncertainty on the global economy – and what it could mean for South Africa’s recovery?

Sanlam CEO Carl Roothman. Supplied

Sanlam’s R400bn bet on who picks the pickers

Sanlam’s R400bn handover to Ninety One is a bet that distribution, passive and private markets will outlast running active funds in-house

Picture: Pexels/N Voitkevich

Why going against market wisdom is worth it 

Catch phrases may reflect prevailing market sentiment. But danger lies in accepting them uncritically.

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.

Picture: Pexels/George Morina

My investment journey – what I got right!

There’s no shortcut to building wealth. But there are strategies you can put in place to safeguard your financial future.

Markets. Picture: Jakub Żerdzicki/Unsplash

Blurred lines: The ‘EM-ification’ of developed markets

‘Political instability’, ‘rising populism’ and ‘unsustainable public finances’ are terms traditionally associated with emerging markets.

Ninety One

Protecting the free press

South Africa is privileged to benefit from an active and diverse free press, which reflects a plurality of views across the country’s cultural, linguistic and economic spectrums.…

Kapow 16%

The exchange … with John Biccard, Ninety One Value Fund portfolio manager

Back in July, Currency interviewed one of South Africa’s legendary value investors about the post-government of national unity (GNU) stock market rally. Since then, the JSE all…