[TOP STORY] Investing through the Iran conflict market volatility

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Momentum Head of Asset Allocation Herman van Papendorp expects ‘earnings growth momentum might be slightly slower than pre-Iran, but it's still going to be there, still going to be significant’.

8 Apr 3AM English South Africa Business News · Business

[TOP STORY] Rebuilding investment strategies for the AI era

Marriott CIO Duggan Matthews explains why boutique firms now have a real advantage thanks to AI-driven agility and smarter workflows.

6 May 2AM 5 min

Aspen improving, but not out of the woods

Kea Nonyana of PrimeXBT discusses AB InBev's Q1 numbers that saw beer volumes higher, plus insights on Aspen starting production of insulin at its sterile facility in Gqeberha. Marriott CIO Duggan Matthews weighs in on how they’re using AI in their investment process. And, Stonehage Fleming Investment Management SA's CIO…

6 May 1AM 20 min

[TOP STORY] The complex forces driving 2026’s financial markets

Reza Hendrickse from PPS Investments says one ‘would think that this is a good time to be holding more EMs than maybe you have been holding in the last couple of years'.

5 May 3AM 6 min

Consumer stocks still require caution

Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view…

5 May 1AM 19 min

[TOP STORY] Stagflation looms – with debt an extra wrinkle

Professor Adrian Saville from Gibs draws parallels between today and the 1970s, when oil prices surged tenfold and inflation reached 25% in some countries.

4 May 3AM 7 min