Rashaad Tayob, Portfolio Manager at Foord Asset Management, notes that while Trump's "America First" approach has boosted US markets, the broader implications could negatively impact both US and global economic growth, particularly if tariff wars escalate

South Africa remains a country blighted by poverty and inequality. Sadly, the economic stagnation of the past decade halted progress in addressing these ills. It left the government with an unsustainable debt burden, while local and global investors became disillusioned by lacklustre returns. I

Sanlam Investments is proud to sponsor Africa’s Green Economy Summit (AGES) 2025, scheduled to take place from 19-21 February 2025 at the Century City Conference Centre in Cape Town.

While the notoriously unpredictable United States (US) President Donald Trump’s return to the White House may cause market and currency jitters, South Africa (SA) must focus on more fundamental local factors it can control to strengthen the economy, according to Citadel.

The South African Reserve Bank’s Monetary Policy Committee (MPC) is expected to implement a 25-basis point interest rate cut in its upcoming meeting this week. Johann Els, Chief Economist at Old Mutual Group, highlighted the favourable economic indicators supporting the rate cut.

In his latest investment note, Isak Odendaal, Investment Strategist at Old Mutual Wealth, explores China’s 2025 economic challenges, including over investment, rising debt, deflation, and demographics, emphasising the need for a shift from investment-driven growth to household consumption and structural reforms for sustainability