Insights

The US Fed cut rates at its last meeting for 2025. Whether rates fall further or remain unchanged will be key to the US and global economic outlook in 2026.

With high levels of poverty and unemployment, South Africa could not afford a lost decade, but it happened. Fortunately, the evidence suggests that we are finally leaving that period of stagnation behind us.

Bitcoin was supposed to have a good year, but the last few weeks have spoiled the party. The ongoing volatility underscores why it is not suitable for use as a currency, and is also a reminder to investors to think carefully about what role, if any, it should play in portfolios.