Rory Kutisker-Jacobson, fund manager of the Allan Gray Africa ex-SA Equity Fund, discusses the "eventful and volatile" first quarter of 2024 in African markets, highlighting deteriorating current accounts, fiscal deficits, and a shortage of hard currency that led to market liberalization efforts on many currencies.

Schroders strategic advisor General Sir Nick Carter and various Schroders economic and investment experts share views on the reasons behind the escalating risks as well as the impact for investors.

In this weeks investment note by Old Mutual Wealth Investment Strategist, Izak Odendaal, he Explores the intricate tale of South Africa's modern economy, intertwined with Anglo American's legacy from diamond rushes to global ambitions, and the challenges and opportunities shaping its mining landscape.

Adriaan Pask – Chief Investment Officer at PSG Wealth – says that with interest rate cuts on the horizon, improvements in load shedding, and a recent uptick in commodity prices, it seems like we're transitioning into an environment that could favour a more positive outcome for South African equities.

Roné Swanepoel, Head of Sales at Morningstar South Africa who shares insights on Compound Interest and The Rule of 72, painting a compelling picture of the importance of saving, and in particular, saving early on.

From the looming threats of a formation of a coalition government with some calling that a sign of a maturing democracy to trump calling for the end of the Bidenomics and the reintroduction of the Maganomics, all these political dribbling’s are expected to have a marked impact on our markets. So where does this leave asset managers?