How shifting global headwinds and local pressures shape inflation in Botswana
Global inflation dynamics continue to be shaped by the winds of geopolitical tension, shifting monetary policy and rising economic nationalism. Ntsoaki Rampa examines how these forces influence financial markets, prompting Batswana investors to reassess risk and reposition their portfolios.
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South Africa’s reform test: Fleeting gains or fundamental change?
Last year’s strong market returns renewed optimism in South Africa after years of sluggish growth, but many investors are wondering whether the country has...
Artificial intelligence and the social equation
Artificial intelligence (AI) has the potential to transform industries and improve living standards, yet it continues to raise profound questions about...
The future of alcohol
As part of our investment process, we monitor developments under the environmental, social and governance (ESG) pillars to understand how they may affect the...
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,...