Gold in the age of fiscal dominance
With government debt levels at historic highs and inflationary pressures lingering, fiscal dominance is reshaping the global monetary landscape. Central banks are increasingly caught in a delicate balancing act – controlling inflation, while also managing the burden of sovereign debt and excess liquidity. At the same time, the US dollar’s role as the world’s primary reserve currency is facing growing scrutiny. Amid this evolving environment, gold is reasserting itself as a trusted store of value.
All insights
Bracket creep: The silent tax
Each year we listen with bated breath to the Minister of Finance’s annual Budget speech to learn whether tax rates will increase and breathe a sigh of relief...
How to outsmart behavioural biases when investing – with Dr Daniel Crosby
For many investors, 2025 intensified the behavioural pressures that shape investment decisions. Markets reached record highs, even as global growth slowed an...
Taking advantage of opportunities in the fixed interest and income universe
Evolving macroeconomic drivers such as interest rate expectations, inflation frameworks and rising fiscal pressures locally and globally are having a materia...
Why behaviour shapes long-term investment success more than performance
In a keynote address delivered at the Allan Gray Fund Provider 2026, held on 4 and 5 February 2026, Dr Daniel Crosby, behavioural finance expert and author,...
In conversation with chief investment officers
Markets have entered 2026 against the backdrop of an intricate mix of political uncertainty, shifting monetary policy and increasingly concentrated sources o...
Why should emerging and frontier markets be considered within a diversified portfolio?
Emerging and frontier markets are often grouped together, yet they differ meaningfully in investment characteristics and the respective roles they play in...
2026: A defining year for South Africa’s political direction
2026 is set to be a defining political year in South Africa, with local elections, internal leadership battles and global uncertainty shaping a complex...