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...
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
FINANCIAL LIFE PLANNING
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