Budget Speech Highlights: How this affects you

Budget Speech Highlights: How this affects you

On 25 February 2026, Finance Minister Enoch Godongwana delivered the National Budget Speech. This year’s budget included several positive developments for investors. The focus remained on encouraging long-term saving and financial security, with a number of tax...

Over Coffee Market & Economic Commentary | January 2026

Over Coffee Market & Economic Commentary | January 2026

BUDGET | December posted a R38.4bn surplus, beating expectations and reinforcing improving FY25/26 fiscal momentum. The Rand | The currency strengthened through R16/$, its f irmest level since 2022. Inflation | Core CPI rose to 3.3% in December, the highest reading...

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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