[TOP STORY] Misconceptions about oil at $100/barrel

Ian Anderson from Merchant West Investments weighs in on the local Reit sector’s response to the war in Iran spooking markets, and some increased demand for office space.

Petri Redelinghuys from Herenya Capital Advisors unpacks how he navigates the fog of unreliable war-time information when making investment calls. Ian Anderson from Merchant West Investments weighs in on the local Reit sector after a sharp 12.3% drop in March – is this a buying opportunity or a warning sign?…

Nick Kunze from Sanlam Private Wealth asks whether markets are adjusting to the war amid failing peace talks. Keith McLachlan of Element Investment Managers weighs up stock-based compensation – the good, the bad and the very ugly. Manpreet Gill from Standard Chartered unpacks the inflation data, with no real surprises,…

Janina Slawski from Alexforbes weighs in on local equity returns and rand strength – a good story for local asset managers and investors over the past year, barring the recent Middle East fallout.

US growth disappoints while inflation refuses to play along – Matete Thulare breaks down weak GDP and sticky PCE data still sitting well above target. Janina Slawski unpacks the December 2025 Manager Watch™️ Survey, with multi-managers steadily gaining ground in a shifting investment landscape. And Simon weighs in on the…