Nadine van Taak, Head of Multi-Manager at Advantage, provides insights into the recent geopolitical tensions stemming from the escalating conflict in the Middle East. She examines the associated market movements and underscores the importance of maintaining a calm and disciplined investment approach during periods of heightened uncertainty.

Nadine van Taak, Head of Investments at Advantage, reflects on the drivers behind 2025’s strong market performance and the macro forces influencing the year ahead.

Kevin Lings, Chief Economist of STANLIB, shares his insights into the decision by the S&P credit rating agency, 14 November 2025, on South Africa.

Ali and Jeff tackle the looming expiry of AGOA on 30 September 2025, exposing how US tariffs have already stripped away much of its value. They break down what this means for South Africa’s exporters, the vulnerability of smaller African economies, and where unexpected opportunities could still be found.

Jeff from Econometrix and Alison from Analytics Consulting unpack the SARB's bold move to target 3% inflation, exploring its implications for households, investors, and the political tensions it has sparked with the Finance Minister.