You are here: / News

Latest News

A look at local listed property

In 2017, after an almost decade-long boom, the local listed property sector abruptly swung into a 3-year decline. Underperformance, due to a 20% appreciation in the Rand (on an index generating almost 40% of its income abroad), was followed by reports of share manipulation and misleading statements by the Resilient stable, which comprised nearly 40% of the index, resulting in share prices falling up to 65%. Shortly thereafter, we experienced the COVID pandemic. The index fell 55% amid lockdowns, work-from-home policies, and low levels of landlord pricing power.
Read more

The media mirage: Lessons from the US election’s unseen realities

The recent United States (US) presidential election, with Donald Trump’s landslide victory, has highlighted a stark disconnect between traditional media narratives and on-the-ground reality. Many mainstream channels projected Vice President Kamala Harris as the likely winner, shaping public sentiment and investor outlook. However, when results rolled in, the disparity between predictions and outcomes sparked a wave of doubt around whether the media truly serves to inform or merely to perpetuate agendas.
Read more

The illusion of prosperity: America’s fragile economic boom

As the United States (US) focusses on the results of the presidential election, America’s economic success is front and centre. The US economy has grown nearly 3% on average for nine consecutive quarters, and foreign investors have eagerly poured capital into American assets. This influx has pushed the US’ share of the global stock market to an unprecedented 60%. But behind this image of prosperity, there is a reality that is less glamorous and far more troubling. For many Americans, this growth feels distant, as most economic benefits remain concentrated among the affluent.
Read more