Over Coffee Market & Economic Commentary | July 2026

Over Coffee Market & Economic Commentary | July 2026

SA INFLATION South Africa’s annual inflation rate accelerated to 5.0% in June 2026, its highest level since June 2024. | SA RATES The SARB left interest rates unchanged, surprising markets that had anticipated a rate hike.

Have We Become Too Comfortable?

Have We Become Too Comfortable?

The New Normal Isn’t Normal In today’s investment and financial planning landscape, information is abundant – insight scarce. Every day brings a new headline or prediction and so with it a reason to feel anxious or optimistic. At Southwood Financial Planning we...

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

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...

New tools, old habits: Investing in the age of AI

Horacia Naidoo-McCarthy is joined by Simon Skinner, of Orbis’ Global Investment team

The Shift Behind the Noise

Hendrik du Toit | Ninety One Global Investment Conference

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