Stafford Masie on understanding bitcoin treasury companies

Bastian Teichgreeber from Prescient Investment Management on SA’s improving sentiment – and why it’s happening just as global risks ramp up.

Prof Adrian Saville from the Gordon Institute of Business Science on the “age of fracture” – how global economic and political power keeps tilting from West to East, new alliances take shape, and why this shift extends far beyond President Trump.

Harris Gorre of Grovepoint Investment Management reflects on US mid-market direct lending and private credit sector performance in 2025.

Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Grovepoint Investment Management on US private credit: a noisy yet resilient year for middle-market direct lending, where volatility unlocked…

Izak Odendaal from Old Mutual Wealth considers inflation and interest-rate prospects for 2026 – and why SA’s long-awaited green shoots are finally starting to surface.