SpaceX IPO Deep Dive: The Hype, the Price, and the Opportunity

We dig into the potential scope of the Starlink market, SpaceX’s impact on the industrial gas investment space, and our perspective on xAI and orbital computing. WRITTEN BY: Nicolas Owens | Equity Analyst, Aerospace & Defense, Suryansh Sharma | Director of Equity...

Over Coffee Market & Economic Commentary | June 2026

SA INFLATION | Annual inflation rose to 4.5% in May, the highest level since July 2024, marking the third consecutive monthly increase. SA TRADE BALANCE | South Africa recorded a ZAR 1.8bn trade deficit in May, its first monthly deficit since January 2025....

Who wants to be a millionaire?

WRITTEN BY: Paul Hutchinson | Sales Manager | Ninety One Becoming a millionaire is often associated with luck – winning a game show or the national lottery, inheriting wealth, or making a single exceptional investment. However, for most investors, wealth accumulation...

Over Coffee Market & Economic Commentary | May 2026

INFLATION | South Africa’s annual inflation rate rose to 4% in April 2026 – the highest reading since August 2024. SA RATES | The South African Reserve Bank raised its key repo rate by 25 bps to 7% in May – marking its first rate hike since...

The risks beneath the index, the opportunities beyond

WRITTEN BY: Siobhan Simpson | Head of SA Unit Trusts | Ninety One For more than a decade, passive investing has been one of the defining trends in global asset management. Low costs, simplicity, and strong performance have made index-tracking strategies increasingly...

Over Coffee Market & Economic Commentary | April 2026

EQUITIES The MSCI World Index, covering companies across 23 developed markets, posted its strongest month since 2020| CRYTO Bitcoin, which accounts for over 50% of total cryptocurrency market capitalisation, rose 13% in April. It remains 12% down for the year.