Global
A riddle, wrapped in a mystery, inside an enigma
Chris Gilmour explores the concept of gateway territories and the very real risk of Ukraine's wheat exports not leaving the country.
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Top People and Partnership for Primedia as the Group Poises For Growth
Just months into his role as Group CEO of the Primedia Group, Jonathan Procter, is making sure that growth is on the horizon for leading media mega-group Primedia.
Global
Easy Does It podcast: Ins and Outs of USD Investing
In the Easy Does It podcast, Mohammed Nalla and I go head-to-head in debating US stocks. It's a fun format and we loved it!
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The US dollar is calling the shots
In an uncertain market, one thing has been stable: given time, the US dollar is the ultimate market mover.
Construction
South Africa needs to catch up on infrastructure spend
Comparing South African infrastructure spend as a percentage of GDP relative to other countries tells an interesting story.
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Invest in private debt yielding 6.7% in GBP
As the longest bull market run in history comes to an end and inflation continues to rise steeply, investors are faced with the prospect of becoming poorer in real terms.
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Traders lowering expectations for more aggressive rate hikes by Fed as US economic growth starts to slow
Ironically, a slowing US economy has tempered expectations of aggressive rate hikes, which is bullish for equities and bearish for the dollar.
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Some positives for the rand to hold on to
The rand staged a recovery on the back of last week's interest rate hike, with all eyes now firmly on the Fed.
